Estate Plan

2nd Marriages & Blended Families

Posted On: July 15, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Blended Families, Community Cafe, Estate Plan, merge assets, pre-nuptial agreement, Second Marriage

I've Finished My Estate Plan, Now What

Posted On: July 8, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Community Cafe, Estate Plan, Estate Planning