Articles Library

Quarterly Newsletter- Fall 2012- Management of Wealth and Investment Perspectives
 

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

Early IRA distributions:  How do I avoid a penalty? - Ask a Trust Officer.  NEW!
How do we simplify our old estate plans? - Ask a Trust Officer.  NEW!
Can I use a trust to save on my income taxes? - Ask a Trust Officer. 
Is 2012 the last year without federal gift taxes? - Ask a Trust Officer.  
As a small business owner, what are the tax consequences? - Ask a Trust Officer. 
Charitable givers: Who gives more? Men or women? - Ask a Trust Officer. 
Are Travel trusts common? - Ask a Trust Officer. 
What's the tax significance of divorce versus annulment? - Ask a Trust Officer.   
Has the financial situation for European countries improved? - Ask a Trust Officer. 
What is an incentive trust? -  Ask a Trust Officer. 
Dow Jones Industrial Average:  Are happy days here again? - Ask a Trust Officer.
Charitable Trusts: How can I balance competing interests? - Ask a Trust Officer.
What are 401(k) protection programs? - Ask a Trust Officer.
Ask A Trust Officer archive.

Growing Your Wealth 

Financial management for single seniors NEW!
Index Investing  NEW!
Unprecedented fiscal cliff 
Last minute portfolio management in 2012   
Intro to ratios 
Waiting for the shoe to drop 
Investment risks and remedies 
Shrinking net worth 
Recession red zone 
Head fake?
Volatility
Tax code uncertainty continues
Growing Your Wealth articles archive.
 

Preserving your wealth  

Horsing around  NEW!
Could refunds be delayed this year?  NEW!
That was close! 
Seven myths about trusts 
New Medicare taxes 
IRS' "dirty dozen" 
New investment taxes for 2013 
"Taxmageddon" 
Your personal inflation rate 
First-Time Homebuyer Confusion
What is a fiduciary?
Proving value 
Preserving Your Wealth articles archive.
 

Retirement Planning

IRA's for 2012  NEW!
IRS announces 2013 retirement plan limits 
Inherited IRA's 
Will 80 become the new 65? 
2011 IRA Contributions 
An Unhappy Kodak Moment  
IRS announces 2012 retirement plan limits
Retirement facts 
Retirement Planning articles archive.
 

Wealth Transfer

Can you keep your family business in the family?  NEW!
Certainty 
Year-end gifts 
Planning for digital assets 
To give or not to give 
The case against the estate tax 
How America gives  
Estate planning for same-sex couples 
Disclaimers 
The President's estate tax reform proposal 
The 2012 Gift Opportunity 
An executor's dilemma
Portability 
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.  Information provided for educational purposes only.  This should not be relied upon as tax and/or investment advice.  We encourage you to consult your personal legal, tax or financial advisors for information specific to your situation.