For many years, Congress has had to address “tax extenders” each year, sometimes every two years. The “extenders” were a grab bag of tax breaks that were considered “too generous” to taxpayers to be made permanent, but too important in the short term to be allowed to expire. Whenever it came time to renew the…
Month: January 2016
Trustworthy advice: Look no farther
As a corporate fiduciary, we are dedicated to providing our clients with trustworthy asset management. Of course, we also provide traditional trust services, such as administering estates and managing trust funds for young or inexperienced beneficiaries. Our primary function, however, is helping people turn financial success into financial security. We would like to take this…
Values-based estate planning
DEAR GARDEN STATE TRUST COMPANY: My religion is very important to me, and I have tried to instill that faith in my children and grandchildren. However, in today’s secular world that is no easy matter, and I worry that I haven’t succeeded. My will creates a trust for my grandchildren. Would it be possible to…
Inheritance Protection Plans
Those who have built wealth during a lifetime of hard work are rightfully concerned about how best to use that wealth for family financial security. As has been noted often, the wealthy want their heirs to have enough to be able to do anything, but not so much that they don’t have to do something.…