Written by Mike Bleck, Senior Estate Planning Specialist If all you wanted for Christmas was tax legislation, you were disappointed! What a year it has been monitoring the twists and turns of various estate planning and tax proposals and the potential impact. Let’s review where we have been this year and what may lie ahead […]
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“Generosity is the antidote to materialism.” (Watch this video to learn more about the Holiday Giving Challenge.) The Blue Trust Holiday Giving Challenge STEP 1: Give your children money for the holidays. STEP 2: They give the money to any person or organization they want to help. STEP 3: Share about the experience together during […]
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Written by the Blue Trust Business Consulting Division Part 2: Identity Part one of our ownership independence discussion focused on the benefits to the owner and to the business of separating personal and business finances. Part two focuses on establishing separate identities for the business and the owner. Ecclesiastes demonstrates the importance of motivation […]
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Written by the Blue Trust Business Consulting Division Part 1: Finances If you have ever considered what retirement means as a business owner, you have probably thought about what makes your business valuable. From the perspective of a potential buyer, value is driven by dependable, consistent, free cash flow. This is achieved through things like […]
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Written by the Blue Trust Business Consulting Division Do you know the difference between knowledge and wisdom? Knowledge is learning from your own mistakes. Wisdom is learning from the mistakes of others. In your business, wisdom is applying knowledge to reduce the risk of uncertainty and increase the chance of success. Consider the story of […]
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Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist Late Friday the House passed the $1.2 Trillion Infrastructure Bill which includes additional spending for roads, bridges, public transit, and other projects in addition to the already planned infrastructure spending over the next eight years. President Biden is expected […]
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Written by Zack Fulmer, Managing Director of Blue Trust’s Orlando, Florida office Have you ever heard of the concept of a “materiality threshold?” Simply put, it’s financial industry terminology for how much you personally consider to be “a lot.” As a financial advisor who has advised countless clients on topics concerning money, I’ve observed that […]
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Written by Mike Bleck, Senior Estate Planning Specialist Recently, the House Ways and Means Committee released draft legislation of tax changes. It’s important to keep in mind that many provisions can change between the release of an initial legislative framework and the ultimate passing of the completed bill. In fact, after the proposal was released […]
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Written by Brian Shepler, President and Executive Vice President We’re excited to introduce a newly redesigned bluetrust.com that we believe will better help support our clients on their financial journeys as well as our company vision, as laid out in 1 Timothy 6:17-19, “Instruct those who are rich in the present age not to be […]
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Conveyance Why is it important to be generous? Russ Crosson, author and EVP of Blue Trust, challenges his audience to ask themselves the real question – how much should we keep? Listen as Russ shares his insights on the wisdom of keeping less and giving more. Learn more: Financial, retirement, and estate planning Investment management […]
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A life-changing meeting and a financial “oops” that changed her mindset sent retired attorney Kim King on a new “generosity walk.” Invited by a local businessman and friend at church to attend a Celebration of Generosity event held by Generous Giving, Kim King listened to one of the speakers talk about the three ways money […]
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