PGB Trust & Investments

 

 

Articles Library


Read our Quarterly Newsletter - Investment Perspectives and Management of Wealth
 

Feature Article - The Year Without an Estate Tax
 

Ask a Trust Officer - Monthly feature!  Email us a question of your own!

What are 401(k) protection programs? - Ask a Trust Officer.  NEW!
What are the gift and estate tax thresholds for 2012? - Ask a Trust Officer.  NEW!
If my estate is under $5 million are estate tax payments required? - Ask a Trust Officer.  
The trust industry - how big is it? - Ask a Trust Officer. 
What is in-law protection? - Ask a Trust Officer
What are the exceptions on required distributions? - Ask a Trust Officer. 
Considering today's housing market, is it a good time to buy? - Ask a Trust Officer. 
Why does inflation seem worse than the govenment reports? - Ask a Trust Officer. 
Ask A Trust Officer archive.

Growing Your Wealth 

Head fake?  NEW!
Volatility  NEW!
Tax code uncertainty continues  NEW!
College funding 
Suddenly wealthy 
Losing momentum   
It may be worse than we thought 
The "S'" word - Stagflation 
Components of income, top taxpayers  
Growing Your Wealth articles archive.
 

Preserving your wealth  

What is a fiduciary?  NEW!
Last call for the "charitable IRA rollover?"  NEW!
Proving value 
Citizenship 
An Amish Ponzi schemer? 
Homebuyer tax credit repayments 
Uncertainty at year-end 
Preserving Your Wealth articles archive.
 

Retirement Planning

IRS announces 2012 retirement plan limits  NEW!
Retirement facts 
Tax-free retirement money
Inherited IRA's in bankruptcy 
Conversion tax choices  
The new tax law and your IRA's  
Retirement Planning articles archive.
 

Wealth Transfer

An executor's dilemma  NEW!
Portability 
Ultra-low interest rates   
Deathbed marriages 
Planning for digital estate   
Choice of Trustee 
Feuding heirs  
Wealth Transfer articles archive.

 

Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed by Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal.

 

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PGB Trust & Investments
Peapack-Gladstone Bank is a full-service NJ bank providing both business banking and personal banking and has served the New Jersey Banking community since 1921. We're committed to offering our customers the most convenient and innovative products and services to help them successfully navigate through the demands of life. Peapack-Gladstone Financial Corporation is a bank holding company. Peapack-Gladstone Bank was established in 1921 and is a wholly owned community bank. nj bank nj community bank nj commercial lending nj cd rates nj mortgages. free checking free business checking high yield checking mobile banking online banking. online account opening, remote deposit, e-statements, nj trust & investments. We have 21 branches in Somerset County, Hunterdon County and Morris County including the cities of Basking Ridge, Bedminster, Bernardsville, Bridgewater, Califon, Chatham, Chester, Clinton, Far Hills, Gladstone, Green Village, Hillsborough, Long Valley, Mendham, Morristown, Oldwick, Peapack, Pottersville, Summit, Whitehouse Station and Warren. Discover the conveniences all of Peapack-Gladstone Banks are having to offer. Business checking; free business checking accounts, interest-bearing checking accounts. Business savings; certificates of deposit, high yield money market accounts, insured money market accounts, sixth year in money market accounts, statement savings account. Commercial lending. Small-business lending. Other business services; cash management, remote deposit, merchant services. Personal banking; personal checking, chairman's club checking accounts, free personal checking accounts, interest-bearing checking accounts, NJ consumer checking accounts, opening a personal checking account. Personal savings; certificate of deposit's, IRA certificates of deposits high-yield money market accounts, insured money market accounts, IRA savings accounts, pony club savings accounts, statement savings account, opening a personal savings account. Consumer loans; home equity fixed term loans, home equity line of credit loans, personal unsecured loans, personnel reserved loans, vehicle loans, Car loans. Mortgage loans; adjustable rate mortgages, affordable mortgage products, construction permit it mortgages, fixed-rate mortgages, reverse mortgages. Products and services; access 24 our own banking, ATM banking, check reorder, point machines, credit cards (MasterCard Gold, Visa classic and platinum, Visa platinum was flexed miles, Visa business, direct deposit, net access Internet banking and bill paying service, mobile banking, night deposit, online financial calculators, adjustable rate mortgage calculator, biweekly payment calculator, kids calculated, to mortgage loan calculator, PITI, retirement calculator, refinance and interest savings, savings calculator, safe deposit boxes, Visa check cards. Trustee services. nj bank. nj community bank. nj commercial lending. nj cd rates. nj mortgages. free checking. free business checking. high yield checking. mobile banking. online banking. online account opening. remote deposit. e-statements. nj trust & investments. State administration services. The state and trust administration services. Charitable trusts and private foundations. Investment management services. Custody services. Individual retirement plan services. Reporting services. Cash management services. Tax preparation services. Financial planning services. Wealth management services. PDB's financial services.