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Garden State Trust Company
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Year: 2021

Federal Estate Taxes
Ask Garden State Trust

Federal Estate Taxes

Dear Garden State Trust: At what wealth level do I need to worry about the federal estate tax? —Affluent, Not Rich Dear Affluent: That depends upon your circumstances. The amount exempt from the federal estate and gift tax in 2022 will be inflation-adjusted to $12,060,000, up from $11,700,000 in 2021.  If you are married, you…

gstc December 27, 2021 No comment(s)
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Scams Are Becoming More Elaborate
Blog

Scams Are Becoming More Elaborate

Although we may know of various scams and how to avoid them, we can’t know them all because they are changing all the time. Sometimes we can spot these changes as they happen. When the Nigerian prince scam changed from being mailed to being emailed, it wasn’t that hard to tell it was the same…

gstc December 10, 2021 No comment(s)
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Investments
Ask Garden State Trust

Investments

Dear Garden State Trust: I’m looking for an investment that could double or triple my money in a year. However, it can’t be too risky, as I’ve had some financial setbacks this year. I have a lot of ground to make up, but I have to do it safely. What do you recommend? —Mixed Signals…

gstc November 19, 2021 No comment(s)
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Trusts and Philanthropy
Blog

Trusts and Philanthropy

Americans are some of the most generous people in the world. Although one might have expected charitable giving to have decreased in uncertain times during a global pandemic, Americans donated a record $471 billion dollars to charity in 2020, according to a recent report in Giving USA. One wealth management strategy for a substantial gift…

gstc November 8, 2021 No comment(s)
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GRATs
Ask Garden State Trust

GRATs

Dear Garden State Trust: What is a GRAT?  Is this something I should be considering? —Curious About Trusts Dear Curious: GRAT stands for Grantor Retained Annuity Trust. This is a temporary trust that may be used to transfer large sums free of federal gift or estate tax. The Grantor establishes the trust for a specific…

gstc October 26, 2021 No comment(s)
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Social Security Basics
Blog

Social Security Basics

Social Security may be about to experience one of its largest increases for cost of living since the 1980s, due to the recent increases in inflation. Some estimates show an increase as high as 6%, and the actual numbers will be released later in October. Although Social Security is for all workers, it is complicated.…

gstc October 8, 2021 No comment(s)
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Marital Trusts
Ask Garden State Trust

Marital Trusts

Dear Garden State Trust: Now that the federal estate tax exemption is over $11 million, do I still need a marital deduction trust in my will for my wife? —Concerned Husband Dear Concerned: Most likely, yes. If your current will includes a trust for a surviving spouse, you probably will want to keep it. A…

gstc September 24, 2021 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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