Knowledge Center

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Proven Wealth Management Solutions.

Are you beginning your journey towards wealth management? Are you interested in learning more about best practice wealth management techniques? Do you want to protect your assets and provide a legacy for your loved ones? We invite you to enter the Pinnacle Trust Knowledge Center to read blogs, watch financial advisory videos, and gain further insights into our proven wealth management solutions.

Estate Planning & Tax Reform

 

Last week Pat Kingsmill introduced us to some topics related to estate planning. This week I wanted to bridge Pat’s topic with some impacts of the most recent tax reform. Our friend, Jessica Cooley, a CPA and member at GranthamPoole with a focus in trust and estate taxation, is going to walk us through three strategies to take advantage of the tax reform. 

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Why Should I Consider Pinnacle Trust as my Trustee?

When planning your estate, one of the tools that you might consider is some form of trust. This might be a revocable trust that you create during your lifetime (the so-called "living trust") or an irrevocable trust that you create during your lifetime, or a testamentary trust, which is one that is set forth in your Will and takes effect upon your death. In any of these instances, you must consider whom to name as trustee or co-trustees of the trust. The trustee can be one individual, multiple individuals, a corporate fiduciary such as Pinnacle or a combination of Pinnacle and one or more individuals.

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Happy New Year!

While 2017 will likely be remembered by historians for its devastating natural disasters and political unrest around the globe, investors will remember a year where market returns came easy for the majority of asset classes.

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