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Kathy Barclay, JD

Trust Officer, Retirement Plan Services

Recent Articles
Tax refund: It’s your money. What are you going to do with it?

The average tax refund in 2017, according to the IRS, was $3,120. If you’re like…

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Why a bank makes a great executor for your estate

Once you’ve decided who your worldly possessions should go to, you need to decide who…

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Three ways that fraud affects your business… and what you can do about it

You came up with an idea. You turned it into a plan. Eventually your spark…

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