Remember to make sure your beneficiary designations are up to date with your Trust Company accounts. Reviewing your information annually is important. Your beneficiary designations determine who inherits your accounts and […]
Legal Handbook for TN Seniors
The Legal Handbook for TN Seniors is an information and reference guide designed especially for the senior community of TN. It contains helpful information on topics such as Social Security, […]
Timing Your Retirement Matters
Planning to retire? Logic might indicate that the best time would be after 3-4 years of a strong market. However, history indicates otherwise and shows that retiring in a down […]
2014 Retirement Contribution Limits
Recently, the IRS announced their retirement plan cost-of-living adjustments for the 2014 tax year. The Trust Company has compiled these adjustments into a chart. Please call or email your Relationship […]
Plant Your Tree Today & Sit in the Shade Tomorrow
The stories of individuals who have worked their entire lives only to find at age 65 that they must continue working are endless; however, in most of the individuals’ cases, […]
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