Meet Jennifer Sheahan, Vice President – Trust Officer in our Wealth Management department.
Wealth Management
In 2025, navigating markets, inflation, and the economy requires severing the noise from reality—stay informed and invest wisely.
Experts tell you that the best way to get the most out of your money is to use a comprehensive approach to building wealth. But what is a comprehensive approach? And where do you start?
Meet Julia Hanlon, Vice President Senior Personal Trust Officer at Lake Ridge Bank in our Wealth Management department.
Santa Claus was supposed to rally in December and leave us with a good feeling heading into the new year.
Are you looking for a different way to give gifts to your minor children or grandchildren?
Financial decisions nearly always involve trade-offs. In securing future security, there is no substitute for a well-crafted plan.
Do you know when and how to leave your estate to the recipients of your assets? There are three basic options for your estate planning.
As a general rule, there are 4 ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.
