Skip to content
facebook twitter youtube linkedin
Newsletter sign-upClient login
Garden State Trust Company
  • Home
    • South Jersey Region
    • Lebanon Region
    • Linwood Region
  • About Us
    • Message From Our Founder
    • Meet Our Team
    • Why Garden State Trust
    • Embracing Your Goals
  • Resources
    • Monthly Tips
    • Learning
    • Newsletters
    • Blog
    • Ask Garden State Trust
    • COVID-19 Information
  • Investments
    • Managing & Preserving Wealth
    • Investment Policy Formulation
    • Strategic Portfolio Management
    • Weekly Market Summary
    • Monthly Market Outlook
  • 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

Category: Ask Garden State Trust

What Is a “Corporate Fiduciary”?
Ask Garden State Trust

What Is a “Corporate Fiduciary”?

Dear Garden State Trust: I understand that you are a “corporate fiduciary.” What is that exactly? Aren’t you just a different flavor of stockbroker or financial planner? —Shopping For Advice Dear Shopping: “Fiduciary” is a legal term that describes the duties that one party owes to another in a business relationship. A fiduciary duty is…

gstc January 24, 2023 No comment(s)
Read more
IRA Contributions By the Elderly
Ask Garden State Trust

IRA Contributions By the Elderly

Dear Garden State Trust: I have read that the age limits on IRA contributions have been removed. I’m 71, so does it really make sense for me to make an IRA contribution now? —Retired Saver Dear Retired: Probably not, but more of your financial information is needed to be certain. The tax benefits for IRA…

gstc December 27, 2022 No comment(s)
Read more
Plan For Possible Incapacity
Ask Garden State Trust

Plan For Possible Incapacity

Dear Garden State Trust: Recently, a friend of mine was suddenly taken ill. Her recovery is slow, so we are trying to do all that we can to help out. A court appointed a guardian to handle her finances because, we gather, she hadn’t made any formal arrangements. From our conversations, we knew that the…

gstc November 22, 2022 No comment(s)
Read more
Interest Rates
Ask Garden State Trust

Interest Rates

Dear Garden State Trust: How much higher do think interest rates will go? Inflation has already damaged my household budget this year, and higher interest rates on my debts will just make it worse. Isn’t there a chance these interest rate increases could trigger a recession or worse? —Wounded Already Dear Wounded: Interest rates will…

gstc October 21, 2022 No comment(s)
Read more
When a Spouse Inherits an IRA
Ask Garden State Trust

When a Spouse Inherits an IRA

Dear Garden State Trust: Before he died, my husband rolled his $1 million 401(k) account into an IRA, naming me as surviving beneficiary. Now he has died, and I’m not sure what to do next. —Newly Widowed Dear Newly: You need to consult with a tax attorney or an accountant about your inherited IRA. This…

gstc September 23, 2022 No comment(s)
Read more
Permanent Trusts
Ask Garden State Trust

Permanent Trusts

Dear Garden State Trust: Can a trust be changed after it has been funded? —Seeking Permanence Dear Seeking: Yes and no.  What kind of trust are you talking about? A revocable living trust may be changed by its creator at any time and in any way, even cancelled completely—that is what “revocable” means, after all.…

gstc August 23, 2022 No comment(s)
Read more
Recessions
Ask Garden State Trust

Recessions

Dear Garden State Trust: My head is still spinning from the explosion in prices, and now I’ve been reading that many CEOs are expecting a recession, perhaps this year. Is a recession really very likely? —Nervous About the Economy Dear Nervous: As a wise man once said, it’s tough to make predictions, especially about the…

gstc July 22, 2022 No comment(s)
Read more

Posts navigation

1 2 … 12
Search for:

Categories

  • Ask Garden State Trust
  • Blog
  • Newsletter
  • Press Releases
  • Retirement

Archives

  • 2023 (2)
    • January (2)
  • 2022 (32)
    • December (2)
    • November (2)
    • October (2)
    • September (10)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2021 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (3)
    • August (1)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2020 (25)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (3)
    • March (2)
    • February (2)
    • January (2)
  • 2019 (24)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (2)
    • February (2)
    • January (2)
  • 2018 (27)
    • December (2)
    • November (2)
    • October (2)
    • September (2)
    • August (2)
    • July (2)
    • June (2)
    • May (2)
    • April (2)
    • March (5)
    • February (1)
    • January (3)
  • 2017 (38)
    • December (2)
    • November (2)
    • October (4)
    • September (4)
    • June (6)
    • May (3)
    • April (4)
    • March (6)
    • February (4)
    • January (3)
  • 2016 (71)
    • December (4)
    • November (3)
    • September (4)
    • August (10)
    • July (4)
    • June (13)
    • May (5)
    • April (9)
    • March (9)
    • February (6)
    • January (4)

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
Garden State Trust Company BBB Business Review Copyright 2023. Privacy policy