Ensuring that all assets are properly accounted for, and the necessary steps are taken to protect the financial well-being of heirs is crucial.

Typically, life insurance is purchased to provide financial protection and peace of mind for policyholders and their family members. Here are several alternatives for how to maximize the value of a life insurance policy you may no longer need.

Payroll administration plays a critical role when an employer offers a retirement plan, and understanding the plan document provisions is important to avoid operational failures.

The clients approached after dinner to say how much they appreciated the members of their client centric team. Their appreciation came from their team at Greenleaf Trust doing something for them that was totally unexpected.

Financial markets took the headlines in stride. While there were some setbacks.

A majority of Americans do not regularly talk about money. If money makes the world go round, why is it so uncomfortable for some of us to talk about?

When it comes to retirement there are things that we can fully control, things that we can somewhat control and then there are those things over which we have absolutely no control.

SECURE Act 2.0 represents a significant step forward in enhancing the flexibility and security of retirement savings.

Greenleaf Trust is pleased to announce the addition of Christy Dewey, Adam Mangiapane and Zach Reed.

I am proud that Greenleaf Trust is structured to remain a privately held, trust-only bank in perpetuity. This eliminates the possibility of an acquisition or merger.

The first half of 2024 continued the positive momentum seen in 2023 across financial markets. The likelihood of a recession has diminished compared to a year ago.

It is not surprising the number of individuals who want to be buried in their grave with particular items that have emotional, sentimental, and sometimes even intrinsic value.

Every person coming into retirement has struggled with the shift in mindset from work income to income from retirement assets.

Here are eight things you can do now that take only minutes but can save hours of work and frustration for your loved ones in the future.

In the retirement plan world; size matters! A plan reports their number of participants on a required annual Form 5500 which is submitted to the U.S. Department of Labor (DOL). If the plan is “large,” it needs an audit.

As we approach the end of those 10 years, I have put together a talented team of forward-thinking leaders at Greenleaf Trust to develop our strategic goal for the next 10 years.

After retreating 4% in April, the S&P 500 bounced back in May reaching a new record high on 5/21 and closing out the month with a 5% return.

Prospect theory acknowledges that human decision-making is at times irrational and influenced by psychological biases.

Asset allocation is the primary driver of long-term investment performance. So, what exactly is asset allocation? It is simply the mix between major investment types in a portfolio, including equity (stocks), fixed income (bonds), cash, and alternative assets (basically a catch-all for everything else).

By many measures, the U.S. economy is thriving, unemployment is near historic lows, economic growth remains solid despite high interest rates, and the stock market continues to reach all-time highs.

A phrase commonly thrown around in estate planning literature is the use of a modern trust.