Back to List

News and Info

Lifestyle News & Topics


Financial planning involves putting together a plan for your future. How will you manage your finances and prepare for all of the potential costs and issues that may arise? It's important to evaluate your current financial situation, identify your goals and then develop and implement a plan. Financial planning is essential throughout our lives, yet it's easy to overlook opportunities as they arrise. 

  • If you're thinking about moving this summer or adding a vacation residence, read this article Domicile - Where You Live Affects Your Taxes before you make the committment.
  • No matter the size of your family or the size of your estate, making a Will promises to give you and your relatives a sense of relief. Plan for tomorrow and beyond, download our How to Make a Will Brochure.
  • Visit our GiftLegacy website for more Will plannnig ideas, as well as other retirement opportunities.