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.