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Have You Taken State Estate Taxes Into Account?

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

A Stock-Market First in 2017

What happened for the first time ever in 2017? Every month of the calendar year posted a positive return.

December 2017 Investment Update

The U.S. economy experienced its best sustained growth in several years, with back-to-back quarters of real GDP growth exceeding 3.0%.

Investment Overview: 4th Quarter 2017

Increasing economic growth, both domestically and internationally, buoyed financial markets in the fourth quarter. Importantly, global growth appears to be synchronizing...

Retirement for the Ages

Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

Gifting Cash Tax-Free with Annual Exclusion

The 2017 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your $5.49 million lifetime gift tax exemption. A great way to give at year-end!

IRS Announces 2018 Retirement Plan Limits

In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

Ask a Trust Officer: Dow High Can It Go?

The DJIA recently crossed the 24,000 mark for the first time. Investors are wondering, "How much higher can the stock market go?" Here's a look.

Bitcoin & Taxes

Bitcoin, the popular digital currency, went on a tear in 2017, rising in value by 900% in the first 11 months. More and more investors are taking notice. There are some tax implications to consider.

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