Skip to content
facebook twitter youtube linkedin
Newsletter sign-upClient login
Garden State Trust Company
  • Home
    • South Jersey Region
    • Lebanon Region
    • Linwood Region
  • About Us
    • Message From Our Founder
    • Meet Our Team
    • Why Garden State Trust
    • Embracing Your Goals
  • Resources
    • Monthly Tips
    • Learning
    • Newsletters
    • Blog
    • Ask Garden State Trust
    • COVID-19 Information
  • Investments
    • Managing & Preserving Wealth
    • Investment Policy Formulation
    • Strategic Portfolio Management
    • Weekly Market Summary
    • Monthly Market Outlook
  • Trusts & Estates
    • Revocable Living Trusts
    • Special Needs Trusts
    • Charitable Trusts
    • Asset Protection Trusts
    • Executor Services
  • Services
    • IRA Rollovers
    • Boomers & Beyond
    • The Sandwich Generation
    • Your Digital Estate
    • Trustee Services
    • Administrative Trustee Services
    • Solo Agers
  • Contact

Month: April 2016

Ask Garden State Trust

Inherited IRAs

DEAR GARDEN STATE TRUST COMPANY: I’ve inherited a substantial IRA from my parent. What are my choices?  Can I roll over the money into my own IRA? What I’d really like to do is convert the inherited IRA to a Roth IRA. —FORTUNATE HEIR   DEAR FORTUNATE: Those approaches are not available to you.  Because…

gstc April 29, 2016 No comment(s) Tags: IRA rollover
Read more
Blog

Washington Talk

Deadline deferred. On July 31, 2015, the President signed into law the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015. One minor component of the legislation implemented an idea that had been included in the President’s earlier budget messages: requiring consistent basis reporting for income and estate tax purposes. To this end, executors…

gstc April 29, 2016 No comment(s) Tags: Taxes Washington Talk
Read more
Blog

Penciled changes to a photocopy of a will, including “void,” does not revoke it.

In re Estate of Sullivan, 868 N.W.2d 750 (Minn. Ct. App. 2015) Esther Sullivan executed her will in January 2006. The will was properly notarized and had the required two witnesses. Esther divided her estate between her grandson, Joseph, a former employee, Tara Jean. The nature of the employment was not disclosed by the court,…

gstc April 29, 2016 No comment(s) Tags: Cases and Rulings Wills
Read more
Blog

Unexpectedly strong post-death auction sale raises date-of-death death value.

Estate of Newberger v. Comm’r, T.C. Memo. 2015-2464 Bernice Newberger died in July 2009. Her estate included three valuable pieces of art, for which it obtained appraisals from Sotheby’s and Christie’s. The valuation was complicated by the fact that the market for fine art took a steep dive in 2008, as the economy slipped into…

gstc April 29, 2016 No comment(s) Tags: Cases and Rulings estate taxes
Read more
Blog

Portability election errors

The increase in the amount exempt from federal estate tax to $5 million per taxpayer (plus inflation adjustments) has been a game changer for estate planners. Nearly as important, when it comes to estate plans for married couples, is the advent of the portability of the estate tax exemption, the Deceased Spouse’s Unused Exemption (DSUE).…

gstc April 29, 2016 No comment(s) Tags: federal estate tax
Read more
Newsletter

Rocky Start

April 4, 2016—Equity indices tumbled in January, amid uncertainty about global economic growth, oil prices and developments in China. Oil prices bottomed in February, and stocks slowly struggled back to where they’d started the year. At the end of the first quarter, the S&P 500 was up 13% off its lows, up 0.8% on the…

gstc April 15, 2016 No comment(s) Tags: employment interest rates NASDAQ The Dow Jones
Read more
Newsletter

Rent or Own?

In 2009 the average age of a home seller was 46. Last year, according to the National Association of Realtors, it was 54. The Wall Street Journal reports a notable increase in the number of older renters. There were an estimated 7.5 million renters age 55 and older in 2005, and about 10.8 million in…

gstc April 15, 2016 No comment(s) Tags: downsizing equity rentals tax provisions
Read more

Posts navigation

1 2
Search for:

Categories

  • Ask Garden State Trust
  • Blog
  • Newsletter
  • Press Releases
  • Retirement

Archives

  • 2023 (2)
    • January (2)
  • 2022 (32)
    • December (2)
    • November (2)
    • October (2)
    • September (10)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2021 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (3)
    • August (1)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2020 (25)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (3)
    • March (2)
    • February (2)
    • January (2)
  • 2019 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2018 (27)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (5)
    • February (1)
    • January (3)
  • 2017 (38)
    • December (2)
    • November (2)
    • October (4)
    • September (4)
    • June (6)
    • May (3)
    • April (4)
    • March (6)
    • February (4)
    • January (3)
  • 2016 (71)
    • December (4)
    • November (3)
    • September (4)
    • August (10)
    • July (4)
    • June (13)
    • May (5)
    • April (9)
    • March (9)
    • February (6)
    • January (4)

About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.

Four Locations to Serve You

Wall   Main Office

2101 Highway 34 South, Suite A • Wall, NJ 07719
732-255-5000

South Jersey   Regional Office

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon   Regional Office

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood   Regional Office

2021 New Road, Suite 9 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
Garden State Trust Company BBB Business Review Copyright 2023. Privacy policy