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Capital Perspectives July/August 2020

Tony Roth |
Investment Management

In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he says the trajectory of COVID-19 will be the primary determining factor in what to expect for markets and the economy. With disease cases rising in parts of the country, rollbacks in reopenings could lead to a leveling off in economic data.

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Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

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Why Consider Living in Florida?

Wilmington Trust |
Wealth Planning

The Sunshine State offers a host of financial and tax benefits if you’re considering living in Florida. Florida residents likely enjoy significantly reduced tax obligations compared to many other states.Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.The more ties you have to Florida, the more likely your Florida domicile will be respected.

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