Beware the Estate Tax Cliff
When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate tax were largely over. Not so fast. As of January 1, 2018, the act doubled the federal estate tax exemption amount to a whopping $11.18...
Life Insurance Premium Financing
It’s too often improperly presented, implemented and managed. Fundamentals of Financing. First, it’s a good idea to look back to the general fundamentals of financing. Financing comes into play when someone needs or wants to purchase an asset of something but...
Welcome to the Digital Age, Trust Industry
Ask anyone and the client service experience with a traditional corporate trustee ranks alongside any DMV office. It was not always this way. Prior to the bank consolidations beginning in the 1980s, corporate trustees, by and large, gave solid customer service. And...
