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Adam Hoar

Trust Officer, Investments

Recent Articles
Debit card or mobile wallet? What you value determines your preference.

Is there a right or wrong way to pay? Does it really matter if you…

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Let’s clarify some common misconceptions about the gift tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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Estate Planning 101: What you need to get started

Understand the basics and come talk with us Creating a plan to divest your worldly…

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