Legacy Sessions | Estate Planning
Estate planning is essential for protecting your legacy and ensuring your assets are distributed according to your wishes. In a recent seminar, attorney Evan Taylor highlighted the importance of aligning legal documents with your overall financial plan, using tools like wills, trusts, and powers of attorney to avoid probate, minimize taxes, and safeguard assets from long-term care costs. Especially crucial for blended families and those with high-value estates, comprehensive estate planning helps prevent disputes and ensures your family's future is secure.
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Legacy Sessions | Succession Planning
Business succession planning is essential for ensuring the long-term success and continuity of a company. In a recent seminar hosted by Farmers State Bank, attorney Adam Lawler emphasized the importance of starting this process early, involving key individuals like co-owners, managers, and accountants, and creating clear, well-crafted documents such as buy-sell agreements and estate plans. These steps help secure a business?s legacy, minimize disruptions, and provide peace of mind for the owner and their family. By taking the time to plan, business owners can ensure their company thrives for generations to come.
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A Practical Guide to Choosing the Right FSB Credit Card for You
Navigating the world of credit cards can be daunting, especially if you're new to it or have always relied on debit cards. To shed light on this important financial tool, Taylor Shanks from Farmers State Bank shares valuable insights into the credit card options available and the benefits they offer.
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Crucial Tips to a Worry-Free & Financially Secure Vacation
With spring break just around the corner, it's the perfect time to start planning your vacation. Whether you're traveling abroad or staying closer to home, financial preparation is key to ensuring a smooth and enjoyable trip. To help you get ready, we sat down with Christine Hankins, the President of Retail Banking at Farmers State Bank, who shared her expert tips on how to budget, protect your finances, and make the most of your vacation.
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Beyond the Rate: Understanding the 2024 Mortgage Market
In our latest discussion, John Streeter, Chief Mortgage Officer, shared some valuable insights into the current state of the mortgage market. With ongoing fluctuations in interest rates and housing inventory, it's more important than ever to stay informed. Here's what John had to say about the trends and considerations for anyone looking to buy a home or refinance.
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