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Month: March 2018

In-Law Protection
Ask Garden State Trust

In-Law Protection

Dear Garden State Trust: I have two grown children, both married.  One couple is financially secure; the other is less so.  Candidly, I don’t trust the spouse of my child who is struggling.  Is there something I can do to keep that child’s inheritance from the spouse’s hands?  How do I treat the children differently…

gstc March 27, 2018 No comment(s)
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An Introduction to ABLE Accounts
Blog

An Introduction to ABLE Accounts

On December 3, 2014, Congress passed the Achieving a Better Life Experience Act, or as it’s more commonly known as, the ABLE Act. The ABLE Act authorized a new type of tax-favored savings account for blind or disabled individuals with a qualifying disability incurred prior to age 26.  As of January 1, 2018, these individuals…

Sean Rice March 19, 2018 No comment(s)
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Elusive Treasures
Blog

Elusive Treasures

St. Patrick’s day brings to mind the Irish legend of the pot of gold guarded by a leprechaun at the end of the rainbow. The pot of gold is simply unreachable because its location changes as soon as the treasure hunter’s location changes to investigate. The refracted light on water droplets that creates the rainbow…

gstc March 15, 2018 No comment(s)
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Roth Conversions
Ask Garden State Trust

Roth Conversions

Dear Garden State Trust Company: Last year I converted my traditional IRA to a Roth IRA. However, now that I see the income tax that will be due, I’m not so sure it was a great idea. Can I change my mind? —Second Thoughts Dear Second: You have until October 15, 2018, to recharacterize your…

gstc March 5, 2018 No comment(s)
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Think Hard Before Tapping Your 401(k) Balance
Blog

Think Hard Before Tapping Your 401(k) Balance

One of the features that make 401(k) plans so attractive is that your money is not completely out of reach should an emergency need arise. Most plans allow for loans that are completely tax free if repaid as agreed. (Interest payments will be required, but they will be credited to the account.)  In a major…

gstc March 1, 2018 No comment(s)
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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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