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Written by: Caroline James An unfortunate passing of a loved one is a devastating event for the spouse of the deceased. Older family members in particular may require additional assistance with day-to-day tasks after losing a spouse. Inheriting the financial assets and responsibilities of another individual can be confusing and complicated, but you can take […]
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Do you know what a trust is? If you don’t, you’re not alone. With so many financial terms we’re expected to know, some of them will fall through the cracks. That’s what The Family Heritage Trust Company is here for. A trust is a legal arrangement that involves three parties: the settler or grantor, the […]
Are you planning for retirement? Maybe you’re wondering if you’re financially ready to leave the job market. You aren’t alone. Did you know that an astonishing 56% of Americans don’t feel ready? Maybe you’re thinking that it’s time to start investing but the words, “stock market,” or “Wall Street” make a chill run down your […]
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