Wealth Management Articles Library

Retirement Planning

• Rollover Rules
• Retirement Questions
• Life-care Communities: One Place to Call Home  
• Roth Conversions
• IRAs and Bankruptcy
• Should Your IRA Take a Tax Haircut? 
• Window Closing on Tax Strategy 
• Aging in Place
• Social Security COLAs for 2010
• The Safety Value
• Ask a Trust Officer:  Retiree Health Care Expenses
• The Elderly Inflation Rate
• The Happy Retiree
• Roth IRA Conversions:  The Tax Fallout
• Self Insurance for Long-Term Care

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
• Fraud Avoidance Steps
• More Credit for College   
• Probate and How to Avoid it
• Revised Tax Credit for Home Buyers 
• Year-end Planning  
• Living Trusts and Financial Privacy 
• Reasonable Excuses
• Trusts for Special Needs
• New Prescription
• Planning for Tax Increases
• Charity Auctions

Growing Your Wealth 

• Bond Ladders
• Ask a Trust Officer: What is a Fiduciary?   
• Ask a Trust Officer: Market Forecasting
• Investing for Dividends
• Ask a Trust Officer: A Parental "Buyer's Assistance Program"  
• Questions to Ask a Prospective Financial Advisor
• Build America Bonds  
• Ask a Trust Officer: Tax-saving Trusts
• Is it Over?
• Ask a Trust Officer: Housing Prices
• Munis Still Looking Good  
• Ask a Trust Officer:  I Bonds 
• Investing for Dividends 
• Uncertainties 
• Ask a Trust Officer:  January Market Trends 
• Information Overload
• Progress
• Tax Relief for Employers
• When Choice Becomes a Burden
• Unexpected
• Ask a Trust Officer:  Mutual Fund Fees
• Ask a Trust Officer:  P/E Ratios

Wealth Transfer

• How to Avoid Inheritance Fights
• Bitter Legacy
• Tax-free IRA Rollovers to Charity
• Three Wealth Transfer Ideas
• Preserving the Family Business  
• Ask a Trust Officer: Companion Animal Planning
• Ask a Trust Officer: Charitable IRA Gifts
• Life Insurance and Divorce
• Estate Tax on Lottery Winnings
• Choice of Value
• Ask a Trust Officer: Blended Families 
• Estate Tax Reform Options  
• Ask a Trust Officer: Estate Taxes
• GRATs   
• Ask a Trust Officer:  Estate Taxes 
• A Year without Estate Taxes? 
• Estate Planning Surprises 
• Ask a Trust Officer:  Carryover Basis
• The Residuary Clause
• Ask a Trust Officer:  GRATs
• "Get Me an Agent!"
• Ask a Trust Officer:  Marital Trusts
• A Farmer's Estate Plan
• Ask a Trust Officer:  Bonds
• Multiple Wills
• Giving to Save Estate Taxes
• Death Taxes Come in Many Flavors