June 13, 2019
June 13, 2019
Traverse City Growth
June 13, 2019
Opportunity Zones
June 12, 2019
Benefits of Data Aggregators
June 12, 2019
Pending Legislation: Tenants-By-The-Entireties
June 12, 2019
Warning: 401(k) Loans Can Be Hazardous to Your Health
June 6, 2019
WILS Morning Wake Up with Dave Akerly
Greenleaf Trust Director of Research Nick Juhle talks tariffs, trade, the fed and what it means for investors on WILS Morning Wake Up with Dave Akerly. Listen to the full interview at WILS1320
Read MoreMay 15, 2019
May 2019 Perspectives
May 15, 2019
Greenleaf Trust Gives – Our Communities
May 15, 2019
Corporate Debt, a Rising Concern?
May 15, 2019
Capacity Planning: Is Your Agent Up to the Task?
May 15, 2019
Spring into Retirement Savings
May 15, 2019
Take a Holiday from Fake Holidays
May 15, 2019
Recent Michigan Legislation Regarding Directed Trusts
May 13, 2019
US/China – Perspective on Recent Developments
Less than two weeks ago, investors were operating under the assumption that a U.S./China trade deal was all but certain. Much has changed in a short period. Uncertainty has been reintroduced around when, or if, an agreement will materialize. We continue to believe an eventual compromise is the most likely outcome, but for now, visibility […]
Read MoreApril 30, 2019
Greenleaf Trust announces promotions and new hires
April 2019, Kalamazoo and Birmingham, MI – Greenleaf Trust announces promotions and new hires Greenleaf Trust is proud to announce the promotion of two employees, as well as the addition of a new team member: After a year of service as Participant Services Coordinator, Lisa Hojnacki has been promoted to Participant Services Coordinator – Team […]
Read MoreApril 25, 2019
The Retirement Plan That Got Overlooked On Tax Day
https://www.fa-mag.com/news/greenleaf-trust-exec–its-never-too-soon-to-reduce-your-income-taxes-44506.html
Read MoreApril 16, 2019
April 2019 Perspectives
April 16, 2019
Monetary Policy 2019 World Tour
April 16, 2019
Know Your Ride Share Driver
April 16, 2019
Your Most Valuable Asset – Your Personal Story
April 16, 2019
Introducing Multi-Factor Authentication to Your Retirement Plan Account
April 16, 2019
Grief and Financial Services
April 16, 2019
Triple Tax Benefit – Health Savings Account
April 12, 2019
Notable Women in HR: Karen Baldwin
Congratulations Karen Baldwin! Your recognition as one of Michigan’s most Notable Women in Human Resources is well-deserved. Read more at Crain’s Detroit Business.
Read MoreApril 11, 2019
Greenleaf Trust named Great Place to Work and Best and Brightest Company to Work For
Greenleaf Trust Named Great Place to Work® and Best and Brightest Company to Work For® Firm earns accolades as premier West Michigan and financial services employer April 11, 2019, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm with $12 billion in assets under advisement, announced it’s been named to […]
Read MoreApril 1, 2019
Forging Your Path
Sarah Johansson joined the Greenleaf Trust team on a blind leap of faith. At her interview for the position of director of marketing almost nineteen years ago, Johansson laid her hesitations on the table: “You know, I couldn’t find anything about this company—anywhere. You don’t even have a website.” William D. Johnston, chairman of Greenleaf, […]
Read MoreMarch 26, 2019
The Yield Curve Inverted…What Now?
On Friday last week, the U.S. treasury yield curve inverted. Weak economic data out of Europe spurred heavy demand for bonds, pressuring the 10-year yield to 2.44%, its lowest level in over a year and about a basis point lower than the 3-month T-bill yield. This is significant because a curve inversion is considered one […]
Read MoreMarch 22, 2019
Basis Planning: Qualified Small Business Stock Exclusion
Considerable time these days is spent identifying ways to include the value of trust assets in the settlor’s gross estate in order to obtain an income tax basis adjustment to those assets. But the settlor or beneficiary’s death is a condition to this planning strategy. What if capital gain exclusion could be obtained while the […]
Read MoreMarch 21, 2019
Use Caution with Gifts of LLC Interests
Family LLCs (FLLCs) and/or Family Limited partnerships’ (FLLPs) have long been popular devices to use when making intra-family gifts (note the terms are used interchangeably below). They are easy to understand and administer, and require very little reporting at the state level, unlike a corporation. Read the full article at Private Wealth.
Read MoreMarch 13, 2019
March 2019 Perspectives
March 13, 2019
Look Who’s Working Now
March 13, 2019
Preventing Financial Elder Abuse
March 13, 2019
Is it Time to Move My 401(k) Balance to a Money Market Fund?
March 13, 2019
Balancing Debt into Retirement
March 12, 2019
2018 Annual Report
March 1, 2019
Disclaiming to Reach a Higher Basis
Disclaiming an interest in property has always been a way to add flexibility to an estate plan. By exercising of a timely qualified disclaimer, the disclaimant effectively moves assets to another individual, or to a trust, without incurring any gift tax. Consequently, disclaimer planning takes center-stage in many estate plans these days by spouses to […]
Read MoreFebruary 8, 2019
February 2019 Perspectives
February 8, 2019
Brexit: Where Are We Now?
February 8, 2019
Is Your Durable Power of Attorney Aging with You?
February 8, 2019
Digital Assets – Are You Planning for Them?
February 8, 2019
Millennials: Building Their Legacy
February 8, 2019
Hardship Distributions Made Easier in 2019
January 15, 2019
January 2019 Perspectives
January 15, 2019
2019 Strategic Initiatives
January 15, 2019
2018 Review and Outlook
January 15, 2019
Reflect, Resolve, Relax
January 15, 2019
Your Children and Their Financial Inheritance
January 15, 2019
Happily Ever Asher
January 11, 2019
Greenleaf Trust named national winner of Best and Brightest Companies to Work For
January 10, 2019, Kalamazoo, MI – The National Association for Business Resources has named Greenleaf Trust one of the nation’s Best and Brightest Companies to Work For. Greenleaf Trust is one of only 512 winning companies out of 2,400 contenders. Other national winners include Sony, Panasonic, Prudential, Ace Hardware, and SpartanNash. This is the eight […]
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