Archive: September 2024

The Different Types of Planning Podcast

John Brennan, Vice President and Senior Trust Officer and Franco Maniaci, Trust Investment Officer at Cape Ann Savings Bank sit down with John Maher to talk about planning. They look at the differences between financial, retirement, and estate planning and explain how each type of planning is important for people's financial wellness.

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Estate Planning: Healthcare Proxies and HIPAA Disclosures

John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts explains healthcare proxies and HIPAA disclosures. He talks about how they work and how to set them up.

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Estate Planning Power of Attorney Podcast

John Brennan, Senior Vice President of Trust and Financial Services at Cape Ann Savings Bank in Gloucester, Massachusetts talks about the role of a power of attorney in estate planning. He talks about how to select, establish, and utilize a power of attorney.

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Estate Planning Wills Podcast

John Brennan, Senior Vice President of Trust and Financial Services, at Cape Ann Savings Bank in Gloucester, Massachusetts talks with John Maher about estate planning wills. He explains how a will affects your estate after your death.

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