Developing a sound investment management strategy is more than allocating assets and diversifying among the various asset classes. It is also about attaining your financial goals in life. The long-term security of your family is likely to be a key goal. To reach it, you want to ensure that your assets will continue to grow—providing…
Month: March 2017
John M. Bonk Joins Garden State Trust Company
John joined the Lebanon, New Jersey Office of Garden State Trust Company as a Senior Vice President and Trust Officer in January 2017 where his knowledge and expertise, drawn from a career of over 40 years in the Trust and Investment Management Business, focused on Estate and Trust Planning and Administration, Retirement Planning as well as…
2016 IRA Deadline Approaches
If you haven’t yet made an IRA contribution for 2016, there’s still time to make one, until the tax filing deadline. Taxpayers have until Tuesday, April 18, 2017, to file their 2016 returns and pay any taxes due. The deadline is later this year due to several factors. The usual April 15 deadline falls on…
UPDATE: Michael Jackson's Estate
More than seven years after his death in 2009, controversy continues to plague Michael Jackson’s estate. The remaining problem, and it’s a big one, is the federal estate tax. Jackson’s reputation was at a low point when he died, and his debts totaled half a billion dollars. His executors valued his name and likeness at…
Sean Rice Promoted To Vice President and Trust Officer
Sean Rice, having achieved the status of Certified Trust and Financial Advisor (CTFA) has been promoted to Vice President and Trust Officer of Garden State Trust Company. CTFA is a distinguished professional credential offered by the American Bankers Association. It is the recognized standard of excellence for trust and wealth management professionals. Mr. Rice attended…
Adam Brower Promoted To Vice President and Trust Officer
Adam Brower, having achieved the status of Certified Trust and Financial Advisor (CTFA) has been promoted to Vice President and Trust Officer of Garden State Trust Company. CTFA is a distinguished professional credential offered by the American Bankers Association. It is the recognized standard of excellence for trust and wealth management professionals. Mr. Brower attended…