Trust & Investments

Ask a Trust Officer Archive

Ask a Trust Officer - November 2011 - Estate tax payments: Required if the estate is under $5 million?
Ask a Trust Officer - October 2011 - The trust industry - how big is it?
Ask a Trust Officer
 - August 2011 - What is in-law protection?
Ask a Trust Officer - July 2011 - What are the exceptions on required distributions?
Ask a Trust Officer - July 2011 -  Considering today's housing market, is it a good time to buy?
Ask a Trust Officer - May 2011- Why does inflation seem worse than the govenment reports?
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

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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