Learning Center
- Learning Center
- Learning Center
At some point, everyone will pass away, which is why it’s so important to live life to the fullest. But while you don’t always get to choose how you’ll go,...
- Learning Center
End of Life Planning
- End of Life Planning, Life Planning, Resources
The holidays are right around the corner. It’s the time when families get together and create memories that will last a lifetime. Those memories can be represented in heirlooms that...
- End of Life Planning, Important Documents, Life Planning, Resources
Nothing reminds us of our own mortality and raises all sorts of existential questions (and sometimes crises) than discussions about a last will and testament. For some, it’s just another...
- End of Life Planning, Financial, Life Planning
One of the facts of life is that eventually, it will end. As age increases and health concerns progress, a person’s health may be affected to the point where end-of-life...
Banks
- Financial
When customers at your financial institution have successfully built up their legacy, they might assume these resources will be enjoyed by their great-grandchildren and beyond—but that’s rarely the case. Instead,...
- Financial
If you work in the banking industry, you know how quickly customer trends can change. With each successive generation of new banking clients, new expectations for digital services that align...
- Financial
As customer trends and market conditions continue evolving, financial institutions are always looking to implement new technologies and develop partnerships with forward-thinking fintechs. Of course, not every opportunity is a...
Press
- In The News, Press
Emily Cisek Named Entreprenista 100 Award Winner The Entreprenista 100 celebrates 100 dynamic women founders who are leading with purpose and growing companies that make a meaningful impact. Emily was...
- Press, Press Release
Paige and Thomaston Savings Bank Team Up to Simplify Legacy Planning for Connecticut Families Thomaston, CT/Houston, TX —April 29, 2025— Paige, a leading legacy planning platform, has partnered with Thomaston...
- In The News, Press
Unlocking the secrets of the most dynamic women in business. The pandemic drove women out of the workforce—and then spurred an entrepreneurial explosion. And despite persistent disparities and funding challenges,...
