The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Kevin D. Kinney, CTFA, Vice President, Trust Officer.

Someday, your family will receive your assets from your estate. Will the transfer be tax efficient and safe for them? Or will it be expensive and risky? That is the fundamental choice you make with your estate plan.

Life insurance makes up a large portion of the estate assets of most individuals. However, many people are unaware that life insurance proceeds may be subject to federal estate taxes.

The tax laws offer valuable opportunities to those who care to seek them out. For example, here’s how you might use a charitable gift to increase the amount of wealth you can transfer to your heirs. Taking advantage of this

Although the holidays are long forgotten, you may still want to consider giving gifts this year. A well planned program of gifts to loved ones can preserve more of your wealth for your family by reducing the size of your