Library

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Estate Planning

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …

Megan Henry

President of Exeter Trust Company

Financial Planning » Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Planning for Retirement

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away. It sounds simple, but anyone living with an …


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