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Brad Zellar

Trust Officer, Investments

Recent Articles
5 WAYS TO SMARTER INVESTING

How we manage our investments is one of the most important financial decisions we make.…

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Let’s clarify some common misconceptions about the gifting tax

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

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Financial Spring Cleaning

With the arrival of spring comes spring cleaning, and here’s a very important item to…

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