June 19, 2019
What happens to email, usernames, passwords, banking information, social media and blogs when an individual dies? It’s a question most people haven’t considered, but should. Without proper planning and documentation, online information may become inaccessible and may eventually cease to exist. Read the full article at ThinkAdvisor.
Read MoreJune 13, 2019
June 13, 2019
June 13, 2019
June 12, 2019
June 12, 2019
June 12, 2019
June 6, 2019
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 15, 2019
May 15, 2019
May 15, 2019
May 15, 2019
May 15, 2019
May 15, 2019
May 13, 2019
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
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
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 16, 2019
April 16, 2019
April 16, 2019
April 16, 2019
April 16, 2019
April 16, 2019
April 12, 2019
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® 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
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
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
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
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 13, 2019
March 13, 2019
March 13, 2019
March 13, 2019
March 12, 2019
March 1, 2019
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 8, 2019
February 8, 2019
February 8, 2019
February 8, 2019
February 8, 2019
January 15, 2019
January 15, 2019
January 15, 2019
January 15, 2019
January 15, 2019
January 15, 2019