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Investment Management & Trust Update- January 2019
Estate planning & investment information.
A Living Trust in Action
Ask a Trust Officer- Mutual Fund Distributions
Multi-Year Tax Planning
Investment Management & Trust Update- December 2018
Investment Management & Trust Update- November 2018
2019 Retirement Plan Limits
Inheritance Protection Plan
Ask a Trust Officer- Charitable IRA Gifts
Ask a Trust Officer- IRAs
Ask a Trust Officer about IRAs
Investment Management & Trust Update Newsletter- October 2018
Are you an Active or Passive investor?
Estate Planning Today
The federal estate tax exemption doubled. Now what?
What's in a Sector?
Charitable Giving Growing Nicely
The growth of charitable giving.
Aretha Franklin's Estate Plan
Money and Satisfaction
A Tax Break for the Elderly – With Strings
A tax break for the elderly – with strings
Ask a Trust Officer- Can the stock market last?
Can the stock market last?
Investment Management & Trust Update Newsletter- September 2018
Investment Management & Trust Update- September 2018
The Grantor-Retained Annuity Trust (GRAT)
The "Bucket Plan"
How can one manage their retirement assets so as to be confident of not running them dry?
Ask a Trust Officer- Longevity
How should I plan for turning 65?
Some transactions are prohibited under the tax code, and may lead to a disqualification of the IRA’s tax-deferred status.
Investment Management & Trust Update Newsletter- August 2018
Trust planning, gift taxes and more
A New Kind of Long-Term-Care Insurance
A new kind of long-term-care insurance
Second Thoughts on Adult Adoptions
Second thoughts on adult adoptions
Avoid Retirement Surprises
The latest news on retirement preparedness is not encouraging.
Ask a Trust Officer- Marital Trusts
DEAR TRUST OFFICER:
Now that the federal estate tax exemption is over $10 million, do I still need a marital deduction trust in my will for my wife? —CONCERNED HUSBAND
Investment Management & Trust Update Newsletter- May 2018
The phrase “estate planning” typically conjures up an image of a family gathered in a lawyer’s office for the reading of a will.
Investment Management & Trust Update Newsletter- April 2018
Individual Retirement Accounts have been with us only since 1974, with the passage of the Employee Retirement Income Security Act (ERISA).
Investment Management & Trust Update Newsletter- March 2018
To get the most out of a trip to a ski resort, you need to look at the trail map. You will want to match your choice of runs with your abilities and your objectives for enjoying the mountain.
Ask a Trust Officer- Roth Conversions
Last year I converted my traditional IRA to a Roth IRA. However, now that I see the income tax that will be due, I’m not so sure it was a great idea. Can I change my mind?
Five Ways to Use Trusts
Trusts can provide professional management for assets set aside for young beneficiaries. The management can continue if desired, even after a beneficiary reaches age 18 or 21.
The earlier that you make your IRA contributions, the longer they will grow.
Investment Management & Trust Update Newsletter- February 2018
Important takeaways for estate planners from the December tax reform legislation.
Tax Reform and Estate Planning
The tax reform legislation signed by President Trump on December 22 last year included an important change for many wealthier families.
Retirement Planning After Tax Reform
Several tax reform ideas affecting retirement planning were bandied about as the recent legislation was being prepared
Bunching Charitable Gifts
With the dramatic increase in the standard deduction in 2018, to $24,000 for married couples, many charities are worried that the tax incentive for donations will disappear
Investment Management & Trust Update Newsletter- January 2018
Planning to set up a living trust?
Ask a Trust Officer - Review Estate Plans in 2018
I heard that the exemption from the federal estate tax has doubled. What does this mean for my estate plans?