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Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Tax Reform
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Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers

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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor |
Investment Management
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In this investment insight, we explore: How investing has evolved in recent years. The need to prioritize among essential, fundamental, and supplemental goals. How assigning “success probability targets” helps further goal achievement. The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management. It created a

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