Whittier Trust

Whittier Trust Highlights the Silver Lining of Rising Inflation: Estate Tax Benefits

Rising inflation has been headline news over the past several months. While reasonable minds may debate the causes of the recent uptick in prices or whether this is “transitory” or longer lasting, one positive outcome has been an increase in the amounts that may be gifted to family members and friends without gift or estate […]

by Whittier Trust | Partnership

April 1, 2022

Alternative Reality: Considerations for Investing in Alternative Investments From Whittier Trust

Although the term alternative investment may sound a bit strange, you have likely heard it from a friend, or in the media. These investments can include anything from a venture capital fund investing in biotech companies to a fund buying minority interests in professional sports teams. According to RIA Intel, 45% of wealth advisors invest […]

by Whittier Trust | Partnership

September 1, 2021