ViewPoints

Announcing “ViewPoints”!

With our approaching 20th Anniversary and the recent launch of our new website, Allen Trust Company continues to reaffirm our dedication to servicing our clients in the best way possible.

ViewPoints, formerly Investment Update, is broadening our themes of this monthly newsletter. It will continue to bring you important financial updates, but also offer reflections on trust portfolio planning, tax implications and a full range of fiscal topics.

Stuart Allen, the President & CEO, kicks off our inaugural ViewPoints, with his insights on our growth and continued commitment of excellence to our clients and community.

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Stuart B. Allen, JD
Collectibles: what to do with all this stuff?

Whether you are a connoisseur of fine art or you just can’t let go of your 1990s baseball cards like Allen Trust Company’s Tax Specialist, Stephen Paul, we all have a penchant for accumulating stuff over the years.  This month, Stephen considers what us collectors should be looking out for.

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Stephen A. Paul, CPA
Should You Buy into Your Vacation Home Dreams?

As we watch the rain and snow fall in the doldrums of winter, our thoughts often turn to sunnier days and second homes by the sea or the mountains. This month Allen Trust Company’s Director of Financial Planning, Allison Grebe Lee, suggests topics to consider when dreaming of buying a vacation home.

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Allison Grebe Lee