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Preserving Wealth After Losing A Spouse

Jan Shelby
Assistant Vice President, Relationship Manager & Trust Officer

Are you living in the friendliest state for estate taxes?

Greg Owens
Vice President & Senior Financial Planner

A Team Approach

Donna Bernard—Vice President & Senior Wealth Strategist
Joyce Cutler—Vice President & Senior Relationship Manager

Navigating an Estate Plan

Tim Donnelly
Vice President, Relationship Manager & Trust Officer