Wealth Management Articles Library

Retirement Planning

• Rollover Rules
• Retirement Questions
• Life-care Communities: One Place to Call Home  
• Aging in Place 
• Ask a Trust Officer:  Retiree Health Care Expenses
• The Elderly Inflation Rate
• The Happy Retiree
• Self Insurance for Long-Term Care  
• The New Tax Law and Your IRA
• Inherited IRAs in Bankruptcy
• Ask a Trust Officer:  Exception on Required Distributions
• Tax-free Retirement Money
• Retirement Facts
• Ask a Trust Officer:  Adequate Retirement Resources
• 2012 Retirement Plan Limits
• Ask a Trust Officer:  401(k) Protection Programs

Preserving Your Wealth

• Bank Failures
• When do you need a living trust?
• Do you have unclaimed property?   
• Talking to Teens About Tough Times
• IRS Audits Down   
• Probate and How to Avoid it 
• Living Trusts and Financial Privacy  
• Trusts for Special Needs 
• Ask a Trust Officer:  Living Trusts
• Proving Value
• Long-Term Care:  Issues and Answers
• Ask a Trust Officer:  The Trust Industry
• Last Call for the Charitable IRA Rollover?
• What is a Fiduciary? 

Growing Your Wealth 

• Bond Ladders
• Ask a Trust Officer: What is a Fiduciary?    
• Questions to Ask a Prospective Financial Advisor  
• Ask a Trust Officer: Tax-saving Trusts
• Ask a Trust Officer:  I Bonds 
• Investing for Dividends  
• Information Overload 
• When Choice Becomes a Burden 
• Ask a Trust Officer:  P/E Ratios
• Ask a Trust Officer:  Treasury Bonds 
• What is a Fiduciary?
• Fiduciary Umbrella Could Get Bigger
• Ask a Trust Officer:  Inflation
• Ask a Trust Officer:  Housing
• Components of Income, Top Taxpayers
• Putting it in Writing
• Suddenly Wealthy
• College Funding
• Tax Code Uncertainty Continues
• Volatility
• Head Fake? 

Wealth Transfer

• How to Avoid Inheritance Fights
• Bitter Legacy
• Three Wealth Transfer Ideas
• Preserving the Family Business  
• Ask a Trust Officer: Companion Animal Planning 
• Life Insurance and Divorce
• Choice of Value
• Ask a Trust Officer: Blended Families  
• GRATs      
• The Residuary Clause
• "Get Me an Agent!" 
• Ask a Trust Officer:  Bonds
• Multiple Wills 
• Death Taxes Come in Many Flavors  
• Control Freaks
• Ask a Trust Officer:  Do I Still Need a Trust? 
• Ask a Trust Officer:  Gift Tax Exemptions
• Ask a Trust Officer:  Burden of Estate Taxes
• Second Collection
• Feuding Heirs
• Choice of Trustee
• Planning for the Digital Estate
• Deathbed Marriages
• Ask a Trust Officer:  In-law Protection
• SOI Nuggets
• Ultra-low Interest Rates
• Ask a Trust Officer:  Estate Tax Filings
• Portability
• Ask a Trust Officer:  Estate and Gift Tax Filing Thresholds
• An Executor's Dilemma