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May 2023

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Laura Dunne
In Memoriam: Laura Dunne

The firm is sad to share the loss of Laura Dunne, a Portfolio Manager in the Trust Company since 2007, who passed away on April 30, 2023 at the age of 53.

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Estate Settlement
Ten Common Estate Settlement Mistakes

Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

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Retirement Planning
The SECURE Act(s) and Retirement Plans

Recent legislation has affected how your retirement plans work alongside your trusts and estate plans.

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