Wealth Management

 

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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 OfficerNEW!
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.

 

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Wealth Management Trust and Investment Services Newsletter
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.