CGTC Blog

What You Need to Know!

A blog about keeping you up-to-date with the latest Financial Planning and Wealth Management news.

Are you planning for your family's wealth transfer?

As I previously blogged back in April, President Trump signed into law the first significant reform of the US Tax Code since Ronald Reagan. Today, I would like to further explore the additional implications this law will have on your finances. Clearly, the new tax act will affect how we make decisions on our estate, buying a home, health insurance, setting up a business, and even porce agreements. But what about family wealth transfer precisely? Planning for family wealth transfer is an important step in assuring assets are passed down to your loved ones with the least amount of tax...
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Do you know your Trustee?

This week we've invited Gerardo Rodriguez, VP and Investment Officer at Coral Gables Trust Company to challenge us with the question: Do you know your Trustee well? What to think about when selecting a Trustee? Estate Planning can be a daunting task. You have to find an attorney that can help you organize yourself and your assets that will create your Estate when you pass and leave your bequest to your heirs. You have to draft a will, select a Health Care Surrogate, and create a Trust to place your assets in to avoid Probate.  One of the biggest questions...
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Want to move to Florida?

I'm John Harris, Managing Director at Coral Gables Trust Company and welcome to our What You Need to Know blog! On December 22, 2017, President Trump signed into law the first significant reform of the U.S. Tax Code since Ronald Reagan was in office. Here is Part 1 of how it will affect your finances. The new tax act will affect how you make decisions on estate planning, buying a home, or setting up a business. In this first blog, I will highlight major parts of the law to keep in mind, starting with individual income taxes.  Now that the new...
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