Copy
View this email in your browser
July 2020 | Volume 5 | Issue 3

The Quarterly Trust and Investment Publication of FineMark National Bank & Trust

Second Quarter Review & Commentary

By Christopher Battifarano, CFA®, CAIA
Executive Vice President & Chief Investment Officer

This year has been full of unprecedented events, economic upheaval, and elevated market volatility.

Read Investment Article Here

Estate Planning and Tax Considerations During Covid-19


Co-authored By Tim Nguyen and Read Sawczyn
Senior Vice Presidents & Private Wealth Advisors, Trust

The fallout caused by the Covid-19 pandemic has brought to the forefront some important estate planning and tax considerations. We would like to discuss three that we think could impact our clients. First among those is the importance of advance health care directives.

Read Trust Article Here

DOWNLOAD PDF NEWSLETTER HERE
Trust and investment services are not FDIC insured, are not guaranteed by the bank and may lose value.

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. FineMark National Bank & Trust services might not be available in all jurisdictions or to all client types.
Twitter
Facebook
LinkedIn
finemarkbank.com
Copyright © 2020 FineMark National Bank & Trust, All rights reserved.


Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.