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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
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
Thank you for a moment of your time. Our team at The Trust Company wants to assure you that we are here to assist you through the Coronavirus outbreak in any way possible. You may have special circumstances that limit your movements or require extra attention, and we are happy to help. Please don’t hesitate to contact us with a special need.
We also want to assure you that The Trust Company has a thorough Business Continuity plan that we update regularly, and now includes this current situation. Just as when we have a hurricane, we are prepared to work from a remote location to keep business flowing. In the unlikely event that employees would need to temporarily work remotely, we can do so with the same safety and security to manage your account relationships.
Currently, we are meeting with clients in person and conducting business as usual. No matter the circumstances, we will conduct business and meetings, in person or virtual, to your satisfaction.
Again, please let us know if you need assistance in any way.
S. Albert D. Hanser Terence M. Igo
Founder and Chairman Chief Executive Officer