Skip to content
facebook twitter youtube linkedin
Newsletter sign-upClient login
Garden State Trust Company
  • Home
    • South Jersey / Philadelphia Region
    • Lebanon Region
    • Linwood / South Jersey Region
  • About Us
    • Our Founders
    • Meet Our Team
    • A Case For An Independent Trust Company
    • Why Garden State Trust
  • Resources
    • Monthly Tips
    • Learning
    • Newsletters
    • Blog
    • Glossary of Fiduciary Terms
    • Weekly Market Summary
    • Monthly Market Outlook
    • Embracing Your Goals Together
    • The ABCs of Traditional and Roth IRAs
  • Investments
    • Managing and Preserving Wealth
    • Strategic Portfolio Management
    • Investment Policy Formulation
  • 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 Us

Day: December 7, 2023

Taxes to Consider With Stock Gifting Strategies for the Holidays
Blog

Taxes to Consider With Stock Gifting Strategies for the Holidays

When it comes to substantial gifts and wealth transfer within the family, there are strategies that can be used to minimize taxes, and maximize the financial security those gifts create for family members and loved ones. Utilize the annual gift exclusion by giving stock On the federal level, before taxes are imposed on gifts there…

gstc December 7, 2023 No comment(s)
Read more
Search for:

Categories

  • Blog
  • Retirement

Archives

  • 2025 (6)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2024 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2023 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2022 (20)
    • December (1)
    • November (1)
    • October (1)
    • September (9)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2021 (11)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • February (1)
    • January (1)
  • 2020 (13)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (2)
    • March (1)
    • February (1)
    • January (1)
  • 2019 (12)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
    • January (1)
  • 2018 (15)
    • December (1)
    • November (1)
    • October (1)
    • September (1)
    • August (1)
    • July (1)
    • June (1)
    • May (1)
    • April (1)
    • March (3)
    • February (1)
    • January (2)

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 / Philadelphia  Region

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon  Region

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood / South Jersey  Region

2021 New Road, Suite 22 • Linwood, NJ 08221
856-281-1300
Garden State Trust Company
Garden State Trust Company BBB Business Review Copyright 2025. Privacy policy