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Frank’s Funding Fumble outlines the negative effects on loved ones when estate and financial documents, personal and business properties aren’t properly titled by the time one passes. Also, if you’ve been thinking about how to leave some of your wealth to charity, find answers in Philanthropic Legacies: Consider Your Options. These articles and the latest on economics and investing are in our fourth quarter issue of MARKETWATCH.READ MORE
In this quarter’s issue, we discuss how living longer may not equate to living healthier. Continuing Care is something to consider in your financial plan long before you need it. Also read about Mark Twain’s best laid estate plan gone afield. And of course, articles Current Outlook and Portfolio Review & Strategy outline where we’ve been, what’s coming and what to do next.READ MORE
This quarterly publication is proudly authored by our own team members and provides a window into their depth of knowledge and experience, applied diligently for the benefit of our clients. Our professionals can do the same for you. In this issue, learn why we buy and hold good companies, and how to save taxes while helping others. We’re not just investment managers, we’re wealth managers. If you are not already a member of The Trust Company family, we invite you to discover the true meaning of private wealth management.READ MORE
It’s a new year and The Trust Company’s first quarter publication has content to assist you with your investments, estate planning and tax strategies. As he prepares to retire, Richard Pyle, CFA – President of The Sanibel Captiva Trust Company reflects on his career and the landmark moments across investment markets, which include lessons for us all. Gary Dyer, CFA, Senior Portfolio Manager authors Current Outlook and West McCann, CFA, President of The Naples Trust Company introduces readers to the benefits of technology within their wealth planning strategies. Don’t miss Portfolio Review and Strategy by CIO, Ian Bruesch, CFA.READ MORE
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
YEAR-END DISTRIBUTIONS AND GIFTING:
As we quickly approach the end of 2019, 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 16, 2019.
CLIENT SURVEY – COMING DECEMBER 2, 2019
We value your assistance in setting our future direction. An electronic survey will be emailed to you from Samira Molabecirovic of The Trust Company, subject line “The Trust Company Client Survey” on December 2nd. Approximate time 5 – 8 minutes. Please provide your answers by December 13th. Thank you in advance for your insights.
Your Trust Company Team