Insights

Where There’s A Will, There’s A… Wait: Important Estate Planning Considerations Amidst COVID-19 Pandemic
If I asked you to define “estate plan,” you would likely tell me that an estate plan is an arrangement for the distribution of your assets upon death. I would award you 1/3 credit. Truth is, all of my clients are generous, selfless individuals: ...Read More

What is Your Bank Worth?
Posted by: Wade R. Wacholz
Notes On Bank M&A Trends And Considerations
We’ve come a long way from the dark days following the “Great Recession.” Overall economic growth has been steady if not spectacular. Interest rates have been held at historic lows, but are finally starting to rise. Tax reform ...Read More