Resources

August 2, 2017

Mainsail Family Trust- August 2017 Newsletter

Written by: Mainsail Family Trust Categorized in:

Planning for Incapacity Baby Boomers are turning 65 at the rate of 10,000 people per day and Alzheimer’s disease affects one in nine people older than 65. Stroke is one of the top five causes of death in the United States and forty-nine percent of Americans have at least one risk factor for stroke. About one third of those hospitalized...

July 5, 2017

Mainsail Family Trust- July 2017 Newsletter

Written by: Mainsail Family Trust Categorized in:

How to Mess Up Your Plan In financial planning it can be beneficial to learn from the mistakes of others to avoid falling into the same traps. History is often a great teacher. This article will focus on four mistakes commonly made as exampled by several noteworthy personalities. No Plan Countless celebrities and famous historical figures have died without an...

June 1, 2017

Mainsail Family Trust- June 2017 Newsletter

Written by: Mainsail Family Trust Categorized in:

Selling Assets without Incurring Capital Gains Tax A common occurrence in the investment world, whether an investment in securities, real estate, artwork, business, or baseball cards, occurs when an asset has appreciated greatly in value and the sale of the asset cannot be considered because of capital gains tax. For nearly 50 years, the option of creating a Charitable Remainder...

May 16, 2017

GFS Private Wealth Sponsors the Clearwater Free Clinic’s 16th Annual Golf Tournament

Written by: GFS Private Wealth Categorized in:

Clearwater, Florida, May 15, 2017 –GFS Private Wealth, who specializes in providing comprehensive investment and life-planning solutions to affluent individuals and their families, was proud to partner with the Clearwater Free Clinic as a Tournament Cup Sponsor for their 16th Annual Golf Tournament entitled, “Clearwater Free Clinic’s John Meek Jr. Memorial Golf Tournament”. The proceeds from this event will directly...

May 2, 2017

Mainsail Family Trust- May 2017 Newsletter

Written by: Mainsail Family Trust Categorized in:

Get F.I.T.! Fundamentals of Fiduciary Income Taxation Fiduciary Income Taxation is a logistical necessity in the world of estates and trusts and yet not clearly understood by many beyond tax professionals. This article will shed light on a few key issues and create awareness of several more to promote a keen understanding of the role each team member plays in...

April 29, 2017

GFS Private Wealth Sponsors the Payton Wright Foundation‘s 9th Annual Golf Tournament

Written by: GFS Private Wealth Categorized in:

Clearwater, Florida, April 28, 2017 –GFS Private Wealth, who specializes in providing comprehensive investment and life-planning solutions to affluent individuals and their families, was proud to partner with the Payton Wright Foundation as a Tournament Flag Hole Sponsor for their 9th Annual Golf Tournament entitled, “Payton Wright Foundation 9th Annual Golf Tournament”. The proceeds from this event will directly support...

April 4, 2017

Mainsail Family Trust- April 2017 Newsletter

Written by: Mainsail Family Trust Categorized in:

When “Saving Money” Means Wasting Money in Estate Planning In the area of estate planning, Do-It-Yourself (DIY) has entered into many financial services arenas with both positive and negative effects. The dramatic rise in access to information and education related to investments has enabled some who educate themselves and stay abreast of the news to do a fine job managing...