News

In this issue:

Spotlight: Page 1
Year in Review: Page 2
Outlook: Page 8

Retirement Planning

• New retirement realities
• At a glance, SECURE Act 2.0

Trusts

• Ask a trust officer
• Choices for marital trusts

Philanthropy

• The role of donor-advised funds

In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

Trusts

• Top ten trust questions
• Choices for marital trusts

Estate Planning

• Who pays the federal estate tax?

Alternative Investments

• Fine art for the long term?
• Winter has arrived

In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

Trust Planning

• Inheritance protection plans
• Choices for marital trusts

Tax Planning

• Planning year-end gifts

Retirement Planning

• Record adjustments

In this issue:

Spotlight: Page 2
Economy: Page 3
Equity: Page 5
Fixed Income: Page 7
Outlook: Page 9

Retirement Planning

• Ready for retirement?
• Our services for retirees

Estate Planning

• An IRA is a tricky estate asset
• Intestacies of the rich and famous

In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

Trust Planning

• A guide to our trust services

Investing

• The long-term investment perspective

Philanthropy

• Document those charitable gifts