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: February 2017

Blog

IRA Errors

James Theissen and his wife worked for Kroger or its subsidiaries for 30 years. They lived in Colorado, and in 2002 Kroger informed Mr. Theissen that his job would be moved to Ohio.  As the Theissens did not wish to move, they retired and rolled their 401(k) money into “his and hers” IRAs, totaling some…

gstc February 28, 2017 No comment(s)
Read more
Jeopardy for Family Limited Partnerships
Blog

Jeopardy for Family Limited Partnerships

Valuing a publicly traded company is a fairly easy proposition. Every day, shares trade hands between willing buyers and willing sellers. The price of that trade, times the number of shares outstanding, provides the capitalized value of the company. For any shareholder’s stake, the value of that interest is the number of shares held multiplied…

gstc February 22, 2017 No comment(s)
Read more
Blog

New Perspectives on Revocable Living Trusts

One of the most useful and flexible wealth management tools is the revocable living trust. Traditionally, we like to point to three basic benefits that these trusts offer.  Professional asset management. After studying your goals and circumstances we will map out a diversified investment program appropriate to your requirements. Our objective is not only to…

gstc February 16, 2017 No comment(s)
Read more
Ask Garden State Trust

DJIA 20000

Dear Garden State Trust Company:  How should the fact that the Dow Jones Industrial Average crossed the 20000 barrier affect my investment strategy? —Numbers Maven Dear Numbers:  Passing a stock index milestone is not a signal to buy or sell.  However, it does focus attention on the market, and it may cause some investors to…

gstc February 12, 2017 No comment(s)
Read more
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