Peggy has held numerous, increasingly senior positions during her tenure with BNG and brings considerable experience to her role as manager of Trust and Estate Services. Peggy and her team provide a broad range of guidance and expertise to clients who wish to plan for their succession and guide the future administration of their estate. Peggy works closely with legal and banking advisors to provide clients with a comprehensive estate plan tailored to their unique circumstances. Peggy's positive reputation among area law firms results in regular referrals of trustees and executors to BNG for the preparation of final income tax and estate tax returns.
Peggy supports several community initiatives and assists with BNG-sponsored events wherever possible.