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    Apr 14, 2015
  • Business Succession Plans: What, Why and When?

    You’ve spent thousands of hours dreaming about, building and running your business. It’s not surprising, then, if you haven’t yet made developing a business succession plan a priority: Have I really spent this long getting here just to start thinking about getting out?

  • Apr 10, 2015
  • “CB suggested things we hadn’t considered, thank goodness they did.”

    Customer Spotlight: Rich Lerz, CEO, Nytec, Inc.

  • Apr 10, 2015
  • “They believed in me early on, that meant the world to me.”

    Customer Spotlight: Bert Bogden, Founder/CEO, Amplicon Express

  • Apr 09, 2015
  • What to Consider When Choosing a Trustee

    Living trusts are rapidly replacing wills as the primary estate-planning document. Unfortunately, this transition is not without cost. Trust litigation is one of the fastest growing areas in the legal profession with almost all of the lawsuits involving family members suing other family members. Even if there isn’t litigation, folks find the role of trustee much more challenging than they anticipated.

  • Apr 07, 2015
  • Community Spotlight: Rebuilding Together South Sound

    For the past several years, Columbia Bank employees have been rolling up their sleeves and getting down to work to help support Rebuilding Together South Sound.

  • Apr 03, 2015
  • Have Your Cake and Eat it Too: Avoid Capital Gains, Benefit Your Children, and Help Your Favorite Charities

    Let’s say you have some highly appreciated assets you would like to sell. Maybe it is a block of stock that, due to appreciation, represents a disproportionate percentage of your portfolio. It makes sense to sell and diversify so as to increase return and reduce risk. Perhaps it is a parcel of real estate that has fully depreciated. While you could try to put together a tax-free exchange, you really would like to get out of the property management business altogether. Or, perhaps you are finally ready to sell your business and retire.

  • Apr 03, 2015
  • Life Insurance: A Component of any Estate Plan

    Life insurance can play many roles in an estate plan whether you have a small estate or a very large one. Yet, it is often overlooked or misunderstood. Let’s explore a few ways life insurance can help you and your family.

  • Apr 02, 2015
  • “I’m Not Even 45 Yet…I’ll Think About Estate Planning Later”

    Joe and Margaret are 44 years old. They have two young children, own a nice home and have a growing estate that includes a 401k, IRA’s and life insurance. Although both are in good health, they have discussed the need to at least get a will drawn. They would like to make some small gifts to their favorite charities, while ensuring the children are provided for. Like so many, they have procrastinated, and it is still on the list of things to do “later.”

  • Mar 30, 2015
  • Counterfeit Money Orders on the Rise

    A recent uptick in counterfeit money orders means that those business owners who accept money orders will want to be on the alert. Protect your business and your bottom line by taking a moment to educate yourself about the features of phony money orders:

  • Mar 30, 2015
  • 5 Financial Calculators that Will Simplify Your Life

    Should I rent or buy? Will I ever pay off these student loans? At this rate, how long will it take me to pay off this credit card balance?

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