Opportunistic Investor vs. Apprehensive Investor

An overdue correction, not a bear market.

February 7, 2018, Trust Point

Equity markets have a tendency to take the stairs up but the elevator down. In other words, market corrections tend to be more violent and unsettling than market advances. As of Tuesday’s close (2/6/18), major market indices had sold off by about 6% from their recent highs. The recent correction.

Succession and Family Owned Business

Succession Planning and the Family-Owned Business

February 7, 2018, Trust Point

John and Jane Smith are 60 years old and are the owners of ABC Company, which they started 30 years ago. They would like to reduce their hours in the business as they contemplate retirement. They have three children; two of which are in the business. They would like to.

4th Quarter 2017 Market Point

January 15, 2018, Trust Point

As the New Year is once again upon us, we would like to take a moment to reflect on 2017 and tell you a little bit about what’s in store for 2018. Last year was another milestone year for Trust Point. We passed the $4 billion mark in assets under.

Assessing your risk tolerance

Assessing Your Risk Tolerance in Investing

November 8, 2017, Trust Point

When determining how to invest your assets, it’s important to take your risk tolerance into consideration. Each investor has a different risk tolerance based on their unique set of circumstances. To determine ones risk tolerance, it’s vital to separate one’s ability to take risk from their willingness. An investor’s ability to take risk has to.

choosing a trustee

Unexpected Risks of Choosing a Trustee

October 6, 2017, Trust Point

One aspect of estate planning that deserves far more attention than it usually gets is the question of who would be most qualified and effective in the role of trustee. Lawyers can prepare estate planning documents of superb technical quality, but if the fiduciaries entrusted to implement the directives in.


Estate Tax Changes – Third Quarter 2017

October 5, 2017, Trust Point

Estate Tax Changes Time Extension for Estate Portability Elections In a new revenue procedure, the Internal Revenue Service (IRS) has provided a simplified method for non-taxable estates to obtain an extension of time to make the portability election. The new method will be available permanently. The portability rule, first enacted.