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ADVISOR NEWS

2021 Retirement Savings Limitations Released

Kathryn Van Eeuwen

November 17, 2020

The IRS has issued Notice 2020-79, which contains the following 2021 retirement savings plan limitations.

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Weekly Financial Market Update - October 16, 2020

Christopher LaPorta

October 19, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - October 16, 2020

Weekly Financial Market Update: October 9, 2020

Christopher LaPorta

October 12, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - October 9, 2020

Weekly Financial Market Update: October 2, 2020

Christopher LaPorta

October 5, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - October 2, 2020

Weekly Financial Market Update - September 25, 2020

Christopher LaPorta

September 28, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - September 26, 2020

Obscure Trusts: Irrevocable Life Insurance Trusts

Kathryn Van Eeuwen

September 17, 2020

As the landscape of the corporate fiduciary world continues to evolve; and as the demands to increase revenue continue to mount; trust companies may be tempted to expand their offerings and venture into less well-known areas of trust administration. Although there can be economic benefits of engaging in obscure trusts; it is wise to understand some of the pitfalls that might also occur. In this section we discuss irrevocable life insurance trusts (ILITS).

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September Market Review: 2020 Election Investment Implications

Christopher LaPorta

September 14, 2020

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

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August Market Review: The 2020 Election

Christopher LaPorta

August 13, 2020

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

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Understanding Obscure Trusts: Land Trusts

Kathryn Van Eeuwen

August 13, 2020

As the landscape of the corporate fiduciary world continues to evolve; and as the demands to increase revenue continue to mount; trust companies may be tempted to expand their offerings and venture into less well-known areas of trust administration. Although there can be economic benefits of engaging in obscure trusts; it is wise to understand some of the pitfalls that might also occur. In this section we discuss land trusts.

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Illinois State Bar Association Trust & Estate Section: Member Spotlight

Maura Mannix

July 27, 2020

The Trusts & Estates Section Council has members from throughout the State of Illinois with a variety of professional achievements, skills, and practices. ATG Trust Company President & CEO was featured in the July 2020 edition of their newsletter. 

 

 

READ MORE Illinois State Bar Association Trusts and Estates Newsletter