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Month: July 2016

Ask Garden State Trust

Special needs trusts

Dear Garden State Trust Company: I have a child with autism, and I’m thinking about the child’s financial future. I’ve heard about special needs trusts, which can provide for financial support without jeopardizing public benefits.  What is the difference between a first-party special needs trust and a third-party special needs trust?—Caring Parent Dear Caring: A…

gstc July 29, 2016 No comment(s) Tags: Special needs trusts
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Newsletter

12 reasons to review your will

Creating a will and an estate plan is not a “one and done” event.  Many events can cause a plan that made perfect sense when it was drafted fail to meet expectations and the needs of the family.  Life happens.  As a rule of thumb, a will and estate plan should be reviewed every five…

gstc July 15, 2016 No comment(s) Tags: estate planning Will
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Newsletter

Should your investment program be a trust?

Investors with $50,000 portfolios have stockbrokers, it has been said, while those with $5 million have trust officers. That may be true, but it’s also misleading.The fact is, few of our customers are in the truly high-wealth category. A good number of business or professional people, active or retired, count on us to maintain and…

gstc July 15, 2016 No comment(s)
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Newsletter

Brexit fallout

One thing is certain about financial markets—investors hate uncertainty.  They hate being surprised.  And the biggest surprise of the quarter was the decision by a slim majority of Britons to leave the European Union.  The next day Japan’s Nikkei dropped 8%; France’s CAC fell 10% in two days; and the S&P 500 lost 5% in…

gstc July 15, 2016 No comment(s) Tags: Brexit World Economy
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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
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