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The holistic wealth viewpoint

Tall buildings with upward sky view
1 min read
March 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Blog April 09, 2018 1 min read
Opened door with a brass dorr knocker with view of a historic building.
3 min read
Estate planning: Finding opportunity in the new law
For 2018, the estate, gift, and generation skipping transfer tax exemption amounts will be $11,180,000 per individual, compared with an exemption amount of $5,600,000 per individual under the previous law. What should you do now to take advantage of this opportunity?
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Capitol Building Seen Through Columns of the Unites States Supreme Court Building
5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Gentleman speaking with a group in a small  business meeting.
5 min read
Working with a professional trustee: Six myths busted
Selecting the right trustee is a critical part of estate planning, but the selection process can be rife with misconceptions. Here are six of the most common myths we hear — and the realities.
Anthony Belloli Wealth Management
Article February 28, 2018 5 min read

Deep dive: The holistic wealth viewpoint

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