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Washington Trust Wealth Management Blog


Timely advice & commentary about investing, taxes, financial planning and more.

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By Washington Trust / December 16, 2015
In early November President Obama signed the Bipartisan Budget Act of 2015 into law. This act includes key changes to the Social Security claiming rules. These changes focus on the “Restricted Application” and “Voluntary Suspension” rules, which combined create the “File and Suspend” strategy. The changes to the law will be phased in over the next year and are date of birth sensitive.

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By Washington Trust / December 11, 2015
Give away eventual benefits now without surrendering current control. That is one of the guiding concepts behind the family limited partnership (FLP), a tool for managing family wealth.

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By Washington Trust / December 7, 2015
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your financial advisor.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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