As of January 1, 2018, The Tax Cuts and Jobs Act doubled the federal estate tax exemption to $11.18 million for individuals and $22.36 million for married couples. This new tax law has left many people asking the question, “Do I still need an estate plan?” Even though you may not be facing any wealth …
Credit Freezes
Original Article from krebsonsecurity.com. By Brian Krebs Tuesday, September 18, 2018 It is now free in every U.S. state to freeze and unfreeze your credit file and that of your dependents, a process that blocks identity thieves and others from looking at private details in your consumer credit history. If you’ve been holding out because …
Arizona Office Donates to Local Golf Team
Kevin Flaaen of FineMark’s Scottsdale office was able to spend some time with the Kingman Academy High School golf team last week. Kingman Academy requested equipment through the non-profit organization, Support My Club. FineMark filled the need with $3,000 worth of supplies including: a laptop for swing analysis, swing sticks, a practice net, practice putting …
FineMark National Bank & Trust Adds Industry Veteran Advisor Team
In response to strong growth, firm recruits local team to serve clients in Palm Beach County PALM BEACH, FL (August 27, 2018) – David H. Scaff, President of FineMark National Bank & Trust, Palm Beach, is pleased to announce a team of veteran wealth advisors, Paul Blatz, Dean Borland and Kim Bagatell has joined FineMark. …
FINE DINING & BANKING, The Pelican Profile
View the original article in the The Pelican Profile here. August 2018 FINE DINING & BANKING FINEMARK NATIONAL BANK & TRUST | NAPLES THE PELICAN PROFILE Fine dining and banking are two words we do not often hear simultaneously – with modern day banking vastly done online and via phone, regular interactions between client and …
2018 Q2 Shareholder’s Letter
Read FineMark’s 2nd Quarter Shareholder’s Letter from the President, Joseph R. Catti. Dear Valued Shareholder and Associate, On behalf of the Board of Directors, the executive management team and all of the dedicated associates of FineMark National Bank & Trust, I am pleased to report on the bank’s performance for the second quarter ending June …
Coconut Point office becomes Blue Zones Project Approved
FOR IMMEDIATE RELEASE Kate Walter, MA, APR Engagement Lead Blue Zones Project – Southwest Florida FineMark National Bank & Trust in Estero becomes Blue Zones Project Approved™ Worksite NAPLES, Fla. (July 17, 2018) – FineMark National Bank & Trust in Estero is now a Blue Zones Project Approved™ worksite. A recognition ceremony and ribbon cutting …
Cypress Cove Renovations
Renovations are underway at FineMark’s Cypress Cove office. The first phase commenced at the end of May and involves the installation of new wooden floors and wall paper. The entire project is expected to be complete by end of July. Our ability to serve clients will not be disrupted during construction.
Adria D. Starkey named 2018 Junior Achievement of SWFL, Inc. Business Hall of Fame Laureate
Junior Achievement of Southwest Florida names Jeff Fridkin, Adria Starkey to 2018 Business Hall of Fame, Collier County FORT MYERS, Fla. (July 19, 2018) – Junior Achievement of Southwest Florida is pleased to announce that Jeff Fridkin, founding member of Grant Fridkin Pearson, P.A., and Adria Starkey, Collier County president for FineMark National Bank & …
‘Tis Better to Give Than Receive – But Is It Still Tax Deductible?
The Tax Cuts and Jobs Act (TCJA) of 2017 eliminated (or limited) many items that previously could be claimed as itemized deductions. However, it did not eliminate the ability to claim charitable contributions as an itemized deduction. Importantly though, the TCJA did raise the standard deduction to $24,000 for married couples and $12,000 for single …
2018 Second Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust July 2018 | Volume 3 | Issue 3 Now that we’ve reached the mid-point of the year, it’s a good time to look back at the economic forecasts we made at the beginning of the year and revisit how we expect …
FineMark National Bank & Trust Congratulates Harlan C. Parrish on Recent Appointment
FORT MYERS, FL (JUNE 6, 2018) – Harlan C. Parrish, President of FineMark National Bank & Trust, Lee County, has been selected to serve on the Government Relations Council (GRC) for the Florida Bankers Association (FBA). The GRC, which is comprised of 60 bankers from around the state, tackles the issues facing the banking industry …
