Financial Education Center

The New Estate Tax Rules and Your Estate Plan

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Appropriate Checklists for Year-End Tax Planning

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.

2021 Year-End Tax Planning Strategies:

As one year winds down and we prepare for a new one, here are some simple tips to help lower your taxes and put you on solid financial footing as we look forward to 2022.

Webinar: Growing Up In The Family Business

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

Wait, Are You Saying the Holidays Could Cost Me Over a $1,000 This Year?!

Are you ready for the holidays? If not, we get it. From the challenges of the pandemic and supply and labor shortages to higher costs for everything from gas to groceries, saving up for the holiday season may not have been exactly at the top of your to-do list.

Update Your Home with a Home Equity Line of Credit

Preparing to make updates or additions to your home can be financially straining. A HELOC home loan is a great way to fund projects, as you’ll be able to use the funds many times for multiple projects, like a new roof in the spring or a new pool in the summer.