Posted on October 1, 2024
A critical milestone is fast approaching in the gift and estate tax landscape. The gift tax exemption, a cornerstone tool of estate planning, is set to be cut approximately in half at the end of 2025. This exemption allows individuals to transfer substantial wealth to their heirs and beneficiaries without incurring a tax and has
Posted on September 24, 2024
The Tampa Bay Trust Company is pleased to announce the addition of Deborah Izzi, CFA, Senior Vice President, Senior Portfolio Manager to the investment management team and asset management committee. She is responsible for managing her clients’ portfolios to meet their financial goals by adjusting allocations, strategies and security selection to reflect market conditions and
Posted on September 1, 2023
The Sanibel Captiva Trust Company has promoted Ann Pankow, CFP, CTFA, ChFC, senior vice president and trust officer to director of trust administration.
Pankow is responsible for communicating with and monitoring the trust officer team throughout the company. She also continues to serve as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more.
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