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Enclosed is more information about the New Tax Law, effective Jan 1, 2018, which not only reduced individual and corporate tax rates, but also made significant changes to the tax laws regarding estate and gift taxes. Be sure to familiarize yourself with the latest in the article “New Tax Law Can Upend Your Estate Plan.” This issue also addresses Long-Term Care Insurance and the options of why and how to include it in your portfolio. Trust Company staples, “Current Outlook” and “Portfolio Review and Strategy” bring readers trending information on stock market activity and the national and global economy.READ MORE
In this issue, get current on changes to estate tax law exemption amounts due to The Tax Cuts and Jobs Act. Find out the latest words of wisdom from Warren Buffett during the 2018 Berkshire Hathaway Annual Meeting, and enjoy our most recent anchor articles of “Current Outlook” and “Portfolio Review & Strategy.”READ MORE
In addition to our articles “Current Outlook” and “Portfolio Review & Strategy” which keep readers current on economic and investment developments, this issue also has articles on two very trending topics among baby boomers and beyond. “Having The Talk With Your Heirs” focuses on how to broach the topic of inheritance with the next generation in order to prepare them for the future and related benefits, as well as responsibilities. “Downsizing – Why, When & How” addresses key points to consider when you are ready to simplify your life. It doesn’t have to be daunting.READ MORE
Is market timing a good idea? What will the new tax bill mean for you? These topics and more on the most recent economic outlook and portfolio strategy are available within 2018’s first quarter publication of MARKETWATCH.READ MORE
As full or part-time Florida residents, we all understand that this summer was unique, resulting in a wealth of stories of people and businesses helping each other and their communities. Over the years, we’re proud to say that The Trust Company has also taken action beyond the ordinary to help our clients, colleagues, and employees.
We are currently approaching $2 Billion in assets under management for more than 325 families, and as the largest independent trust company in Southwest Florida, we have made it our mission to preserve and grow our clients’ assets. If you are not already a member of The Trust Company, we invite you to visit one of our offices to discover the true meaning of Private Wealth Management.READ MORE
As we quickly approach the end of 2018, please keep in mind both
Required Distributions and Gifting.
To ensure year end processing, we kindly ask that you have your requests to us by December 15, 2018.
Thank you and Happy Holidays!
Your Trust Company Team