Tax Reform Made Simple?

Wilmington Trust |
Wealth Planning
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This Issues and Insights provides a summary of the new tax law and round-up of important highlights. There are still seven individual tax brackets, but the top rate was lowered from 39.6% to 37%. As expected, the new law nearly doubles the prior estate, gift, and generation-skipping transfer tax exemption, from $5,490,000 for individuals, or

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Make the Most of Tax Reform

Wilmington Trust |
Wealth Planning
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Three themes to maximize your wealth planning potential. Estate tax planning: Take advantage of the higher estate, gift, and generation-skipping transfer (GST) tax exemption—which was nearly doubled under the new tax law. Income tax planning: Take advantage of other state jurisdictions to reduce or mitigate your current (or future) state and local income taxation. Charitable

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Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management
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Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment

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