Our desire is to serve clients and their next generation. And, when appropriate, this includes serving multiple generations within the same family concurrently. This is because we believe that family is an investment with the highest returns.

For some time now, surprising resilience in the U.S. labor market has underpinned a favorable narrative for the economy. Healthy demand for labor has kept American consumers employed and spending.

The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA broadens the reporting to the Financial Crimes Enforcement Network (FinCEN) of information, including personal information, concerning the control and beneficial ownership of nearly all small U.S. companies.

Lifestyle inflation can be defined as the tendency to increase spending as income rises. The following article explores lifestyle inflation in the current media environment, as well as discusses a few of the dangers of social media on your happiness and lifestyle.

According to the Congressional Research Service, approximately two-thirds of US households had a financial stake in the U.S. retirement system.

Is Michigan growing? The short answer is no. Is that a problem? Yes. Can we do something about it? Yes.

The S&P 500 has been on a tear in 2024, extending the positive momentum from the end of 2023. February marked the index’s fourth consecutive month of positive returns, contributing to a year-to-date gain of more than 7% and an increase of more than 24% from the late-October low point.

Currently there is a growing interest in revival trusts. A revival trust is one which holds, or financially supports, a decedent’s cryogenically preserved body, or a decedent’s head (brain) with the intent that centuries from now, their body or brain can be revived with the advancement of medical science.

The financial market’s landscape is continually evolving, and the introduction of spot bitcoin exchange-traded products (ETPs) signifies a notable shift towards integrating digital assets into mainstream investment portfolios.

Can a minor child inherit financial assets and/or property? The answer is YES, they can.

The passage of the SECURE 2.0 Act is spurring an evolution in the retirement plan industry. As more guidance and clarification is provided on some of the provisions of this voluminous act we can see a very different future direction.

The top five most common adjectives used by teammates to describe the behavior they admire most in teammates were kindness, honesty, supportive, reliable, and helpful.

We’re off to a decent start in 2024. If you believe the notion that “as goes January, so goes the year,” the so-called January Barometer suggests we may be in for a positive year for stocks.

Considerations for Building and Transitioning the Family Business

Insights into Market Trends and Strategies for Long-Term Investors

When we think of retirement, we think of reaching that magical age of 65 and living our remaining years on the funds we worked so hard saving.

Promotions are always based on merit and impact at Greenleaf Trust, not time in role. Needless to say, I am extremely proud to recognize these teammates and share their new titles with you.

Happy New Year! While 2023 did not lack for drama, it was also a positive year for the economy and markets. After a painful 2022, last year was a welcome period of recovery that exceeded expectations.

Currently, many married couples are encouraged to establish a trust for their spouse as part of their sophisticated estate plans. They are prompted to utilize their federal transfer tax exemption while it is large, since come 2026, if Congress does not act in the interim, their individual exemptions are set to drop from close to $14 million to about $6 million.

Continuous improvement is one of Greenleaf Trust’s core values — it is a pillar of our culture and has become part of our DNA. Every tangible improvement we have made on behalf of our clients stems from a disciplined review of our practices.

Understand what is happening with your business’s retirement plan. Christie Dando shares some of the most important deadlines you should be aware of for 2024 and beyond.