Join us for a CE course for estate planning attorneys and CPAs. Asset protection planning can greatly aid your clients and their family during vulnerable financial situations from aggressive creditors. As an Estate planner, you should strive to offer your clients the advantages and techniques to implement asset protection early in the estate ...
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Higher mortgage rates have reduced affordability and cooled the housing market, while economic uncertainty has added to buyer hesitation. Watch Odeta Kushi, Deputy Chief Economist for First American Financial Corporation, discuss the state of the nation’s economy and housing market. This recorded session focuses on the health of the U.S. economy, ...
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We’re looking forward to connecting with you at the 2022 ALTA ONE conference October 11-14 in San Diego, CA.
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“We are very excited about the integration with SoftPro Select,” commented Sheri Olsen, First American Trust national director banking services. “This integration allows agents to manage daily banking responsibilities directly in their SoftPro platform creating efficiencies and cost savings. First American Trust is an expert in title and escrow ...
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Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, Calif., said he is seeking safety in the U.S. Treasury bonds, cash and defensive stock sectors this year. He isn’t looking to add to his international equity exposure, such as in emerging markets, China, Japan and Europe in the near term, he added. Read ...
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“They’re not so concerned about heading into a recession as they are in combating inflation—so that makes for a very dangerous setup,” said Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, California.” Read more about the anticipated interest-rate increases following Federal Chairman Jerome Powell’s ...
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Join us for a CE course for estate planning attorneys and CPAs. A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate ...
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"…If you try to book an airline ticket, it's still quite expensive, and that's why it doesn't feel like a recession yet. Hopefully we don't get there. Technically, we may be in one, but it doesn't really feel like it because nominally things are still inflating ... and jobs levels are still quite healthy at 3.5%,” stated Jerry Braakman. Jerry ...
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“What you don’t want to do is panic and harm your long-term finances by making portfolio moves driven by fear and emotion that will put you deeper in a hole. What’s past is past. Your job is to minimize the damage of the market downturn and look ahead. You want to position your portfolio for the market’s next phase,” says Jerry Braakman, president ...
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Join us for a CE course for estate planning attorneys and CPAs. Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder ...
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Our tax laws are in a state of flux. Among many potential changes is the possibility of losing a large portion of the $12.06 million (or the $24.12 million for a married couple) estate and gift tax exemption along with other tried and true gifting strategies. If you have been hitting the snooze button on your estate plan, your window of ...
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The first half of 2022 was the worst stretch for markets in almost 50 years, with a significant sell-off in stocks and bonds. All major asset classes are down for the year except commodities, although signs of commodity weakness are also beginning to materialize. Despite year-to-date losses, most asset classes are still higher than pre-pandemic ...
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