Tag: Tax

Sentinel Trust Market Update – October 6, 2020

Sentinel’s Investment team discusses positioning and expectations ahead of November’s Presidential election.

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POSTED IN: Investments, News

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On Watch – September 2020

The latest edition of On Watch is now available for download. This issue features articles about estate planning opportunities in the current tax law environment, investment and personal wealth planning for life after the sale of a business, and tips and ideas for encouraging financial independence for children of all ages. Contributors to this issue…

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

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POSTED IN: Estate Planning, Investments, On Watch, Planning

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