Estate Planning

  • Discussing Family Finances

    By Kristen Buchman on May 21, 2020

    As a financial planner, I quickly became an advocate for open communication about finances. Personally, my husband and I had made it…

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  • Gifting, Gift-Tax-Free

    By Katie Seay on Dec 09, 2016

    With the end of the year fast approaching, we are all in the hustle and bustle of holiday shopping, parties and the general busyness that seems to always accompany the holiday season. This is also a…

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  • The Personal Side of Being a Trust Officer

    By Polly Reynolds on Nov 21, 2016

    Many clients come to The Trust Company initially because of our expertise--that “book knowledge” and experience that comes with…

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  • What is Estate Planning?

    By The Trust Company on Oct 17, 2016

    What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your…

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  • What Do We Do? We're Here to Help.

    By Chuck Lyman on Sep 23, 2016

    We are often asked “What do you do at The Trust Company?” Simply put, we help clients reach their goals, whether they are personal,…

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  • Will...Power

    By Lucy Williams on May 24, 2016

    If you’ve been traveling in space or don’t care to listen to the popular media, you may have missed that Prince died suddenly at the…

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  • Family Matters

    By The Trust Company on Oct 16, 2015

    The importance of forming an estate plan — and talking about it with family There’s an unwritten rule as old as time: Never…

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  • Did You Know? A Few Facts About TTC

    By Mark Knackendoffel on Nov 10, 2014

    You probably already know that financial and investment advisory firms bring a variety of approaches to their client relationships. But what you probably don’t know are some details about how firms …

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