RESOURCES

Designed to help make stewarding your wealth simpler.

A Trusted Wealth Advisor | A Personalized and Collaborative Approach

Investment Management

 

Online Account Access Form

Discretionary Investment Management Overview

Trust and Estate Series

 

Reasons to Review Your Estate Plan

The Importance of Estate Planning

The Role of an Executor

Perspective Newsletter

 

Winter Perspective 2019

Spring Perspective 2019

Summer Perspective 2018

Fall Perspective 2018

TRUST & ESTATE SERVICES

Choosing an Executor (video)

10.02.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services

READ MORE

TRUST & ESTATE SERVICES

Four Ways to Distribute Your Estate (video)

10.02.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services

READ MORE

TRUST & ESTATE SERVICES

Why Everyone Needs an Incapacity Plan (video)

12.06.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

READ MORE

TRUST & ESTATE SERVICES

Top Tips for Trustees

07.01.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

READ MORE

TRUST & ESTATE SERVICES

Preparing Heirs (video)

12.06.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

READ MORE