Monthly Tips April 2019

Monthly Tips

APRIL 2019

 

TIP 1 Special Needs Olympics
www.gstrustco.com/trusts-estates/special-needs-trusts/

Last year Garden State Trust Company wrote “Here’s to Five More Decades” about the 50th anniversary of the Special Needs Olympics, and we are always excited to show our support for the program because we have intimate experiences working with Special Needs Children and their caregivers.

The current administration may have reversed their decision regarding the government funding the program, but that’s only part of the funding and support needed. Click here to go to their website and see all the different ways you could get involved and provide additional support.

 

TIP 2 Tax Fraud Alert
https://gstrustco.com/assets/Garden-State-WYW.pdf

Your taxes may be filed, but that doesn’t mean you shouldn’t still be on guard against scammers. They know that it seems more reasonable for them to be asking for additional information or demanding immediate fictitious tax payments if your return was recently filed.

The IRS will not call and demand immediate payment, or request payment via a credit or debit card or gift card, or threaten to bring in police or other agencies to arrest you for not paying. If you don’t owe taxes, or have any reason to believe you do, do not give out any information when called and contact TIGTA to report the call. Use their “IRS Impersonation Scam Reporting” webpage. You can also call 800-366-4484 to report it.

 

TIP 3 Losing a Pet
https://www.gstrustco.com/trusts-estates/estate-planning/

Losing a beloved pet can be one of the more difficult experiences a person goes through in their lives, but it can be just as hard for the pet to lose their beloved human companion.

At Garden State Trust company, we know to ask all sorts of questions when helping someone create their estate plan. One of those questions is: what will happen to your pets? Click to read “What will happen to Rover?”, our blogpost about how to create arrangements for pets.

 

TIP 4 Newsletter Signup
https://www.gstrustco.com/resources/newsletters/

According to Constant Contact, the industry average open rate for financial advisors emails is only 15.36%. So either 6 of 7 recipients aren’t opening any emails, or each recipient is only opening 1 in every seven emails sent!

Garden State Trust Company’s monthly newsletter has interesting updates about events in the trust industry, and links to helpful articles, so we can take pride in our open rates. Click to sign up here and see what we mean – there’s no cost, and a one-click unsubscribe link if you ever get tired of them.