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Month: September 2021

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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Incentive Trusts
Blog

Incentive Trusts

A recently proposed bill in California is geared toward helping people stay sober by providing financial incentives to so. Although it might seem as though financial incentives would not be substantial enough to change behavior in terms of healthcare, we recently saw that incentives increased the likelihood of people getting a vaccine when they were…

gstc September 7, 2021 No comment(s)
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Tax Reform
Ask Garden State Trust

Tax Reform

Dear Garden State Trust: What are the chances that we will see tax reform soon? —Rate Worrier Dear Rate: Based upon past experience, I would say that the odds are somewhat against tax reform this year. Usually tax reform legislation has had a lengthy and public process as it moves from broad goals to specific,…

gstc September 2, 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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