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Posts Tagged "Estate Planning"

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2016 Year End Planning Checklist

2016 Year End Planning Checklist

Thanksgiving is gone and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2016 draws near its conclusion. Capital Gains – If you have any large capital gains, now may be an excellent time to take offsetting losses to neutralize…

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Kurt Schumacher Joins Global View Investment Advisors

Kurt Schumacher Joins Global View Investment Advisors

Greenville, South Carolina – June 30, 2016 – Kurt Schumacher brings a wealth of estate planning knowledge with him as he joins Global View Investment Advisors. A graduate of Harvard College and Harvard Law School, Kurt Schumacher has been counseling individuals and families on wealth preservation and transfer for over…

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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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Tis The Season…For Charitable Giving!

U.S. Trust publishes annual statistics on how and why high-net worth families give to charity.  The Executive Summary is always insightful, providing a wealth of statistics into what drives wealthy donors to give and what strategies they use to prioritize and distribute their charitable giving dollars.  For those readers interested,…

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