by HenkinSchultz | May 7, 2019 | Trust & Wealth Management
One of the most important questions to be addressed in an estate plan is the choice of the executor to supervise the settlement of the estate. If a trust is part of the plan, the choice of trustee is equally crucial. The first thought that many parents may have is to... 
by HenkinSchultz | Apr 25, 2019 | Trust & Wealth Management
A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need... 
by Tasha Lee | Feb 5, 2019 | Trust & Wealth Management
When you’re planning for retirement, American Bank & Trust can help you with things you need to know. For example, the Social Security cost-of-living adjustment has experienced its biggest bump in seven years. The last time that the Social Security cost-of-living... 
by HenkinSchultz | Oct 11, 2018 | Trust & Wealth Management
The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether the donor intends the transfer to be a gift or not. The gift tax applies to the transfer by gift of any... 
by HenkinSchultz | Sep 6, 2018 | Trust & Wealth Management
Celebrated author and journalist Tom Wolfe died in May at the age of 88. He wrote The Electric Kool-Aid Acid Test and The Bonfire of the Vanities, among many other notable works. Wolfe was survived by a wife and two children. His Will left his tangible personal... 
by MelissaD | Jul 3, 2018 | Trust & Wealth Management
Impact investing refers to investments made with the intention of making a positive social or environmental impact. Impact investors also want a positive financial return. At American Bank & Trust, we strive to inform all our clients on these and other trends....