Ask a Trust Officer Archive

Ask a Trust Officer - April 2011 - Why are Living Trusts important?  
Ask a Trust Officer - March 2011 - Estate planning and the new estate tax exemption 
Ask a Trust Officer - February 2011 - What about gift taxes?
Ask a Trust Officer - January 2011 - Federal estate tax exemption: Do I still need a trust?
Ask a Trust Officer - November 2010 - What's up with inflation?
Ask a Trust Officer - October 2010 - How safe are treasury bonds?

Ask a Trust Officer - September 2010 - What are P/E ratios and why are they important?
Ask a Trust Officer - August 2010 - Can you explain mutual fund fees?  
Ask a Trust Officer - July 2010 - How much of my portfolio should be in bonds?
Ask a Trust Officer - June 2010 - Do I still need a martial deduction in my will?
Ask a Trust Officer - May 2010 - Retiree health care expenses
Ask a Trust Officer - March 2010 -  "Carryover basis."  (understanding and planning)         
Ask a Trust Officer - February 2010 - January Market Trends
Ask a Trust Officer - January 2010 - Estate Taxes
Ask a Trust Officer - December 2009 - IBonds
Ask a Trust Officer - November 2009 - Housing Prices
Ask a Trust Officer - September 2009 - QTip
Ask a Trust Officer - August 2009  - Tax-saving Trusts
Ask a Trust Officer - July 2009 - Recession
Ask a Trust Officer - June 2009 - Charitable gifts from IRAs
Ask a Trust Officer - May 2009 - Companion animal planning
Ask a Trust Officer - April 2009 - Inflation unleashed?
Ask a Trust Officer - March 2009 - A parental "buyer's assistance program"
Ask a Trust Officer - February 2009 - Market forecast
Ask a Trust Officer - January 2009 - Past imperfect