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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
Summer is when we can take time to consider some of those more important decisions, such as your investment management and estate planning strategies. Pieces of your life may be shifting – children become adults, businesses or homes sell, retirement approaches or health changes. Summer is an ideal time to talk with your wealth advisor about what is happening in your life, so the best possible solutions can be offered for your family’s needs and goals.
As the largest independent trust company in Southwest Florida, we now manage over $1.6 billion for over 300 families – and since 2001, have made it our mission to preserve and grow our clients’ assets. If you are not already a member of The Trust Company family, we invite you to visit one of our offices to discover the true meaning of Private Wealth Management.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