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Terri Belliveau

Trust Officer

Recent Articles
11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

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Attention Renters: Opportunity is Knocking

With rates near historic lows and a rebounding housing market, there are many opportunities for first-time homebuyers. Factor in the current rent vs. buy cost analysis and you may find that homeownership makes good financial sense.

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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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