Marquette Bank - Estate Analyst Newsletter

close

Please enter your username and password below.

User Name:
Password:

Forgotten password? New Users? REGISTER NOW!

The Estate Analyst Newsletter

Each month the Trust & Asset Management Division sends out The Estate Analyst Newsletter to Estate Planning Professionals in the Chicagoland area. If you are an Estate Planning Professional based in Chicagoland and you would like to receive The Estate Analyst Newsletter, please email John Power or call at 708-460-4854.

2013

January - The American Taxpayer Relief Act of 2012

2012
December - The Year In Review - 2012
November - Winning (and Losing) Gifting Strategy
October - Sky Fall 2012!
September - Viva L'Art!
August - Giving It All Away
July - Midsummer's Madness
June - Clawback Debunkathon
May - Asset Protection Jurisdictions Compared
April - Train Wrecks of Estate Planning
March - Recycling Wealth with Captive Insurance
February -Proposals Shape Estate Planning for 2013 GRATs, RMDs and Clawbacks are in Play
January - Doomsday Déjà Vu? Estate Planning for 2012 & Voices of 2011

For more information, contact
John Power, CPA, CFP® at 708.460.4854 or jpower@emarquettebank.com.

The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.

*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC. These are not deposits or other obligations of the institution and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.