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Washington Trust Wealth Management Blog


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

Putting Brexit in Context
By Washington Trust / June 20, 2016
In a week’s time, Britons will go to the polls to determine if the U.K. will remain in the European Union. This referendum has so captured the attention of investors as well as the public that new words have been coined to describe the opposing positions, “Brexit” to leave and “Bremain” to stay. In purely economic terms, exiting the European Union could conceivably push Britain, the world’s fifth largest economy and the EU’s second largest after Germany, into recession.

Fulfilling Your Philanthropic Vision With the Appropriate Giving Vehicle
By Washington Trust / June 8, 2016
There are many ways families can work together to channel their charitable goals and build a philanthropic legacy.

By Washington Trust / June 8, 2016
Managing estate taxes can be a significant challenge for many affluent families and individuals. Therefore, careful planning is the best way to reduce estate taxes and maximize assets transferred to heirs. In the absence of an adequate plan, heirloom property or a family business that involved a lifetime of hard work may have to be sold to satisfy tax obligations. Fortunately, there are several unique planning mechanisms that can help individuals maintain wealth for generations to come. One such tool is the dynasty trust.

Life Insurance: Protecting Today's Assets and Tomorrow's Heirs
By Washington Trust / May 13, 2016
An effective financial plan includes reexamining your life insurance needs continually throughout your life.

Creating a Plan for Effective Wealth Transfer
By Washington Trust / May 13, 2016
Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.

Perspectives & Planning Spring 2016
By Washington Trust / April 15, 2016
This quarter’s newsletter highlights our outlook for the global economy and capital markets. Despite a rocky start to 2016, we remain fairly optimistic on the outlook for both the U.S. economy and financial markets.

Five Things to Do Before Meeting With an Advisor
By Washington Trust / April 1, 2016
Americans' financial lives are increasingly complex. It's not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. If you are part of this growing majority, you may have already scheduled a meeting with an advisor. To make the most of your time together, keep this pre-meeting checklist in mind.

Ensuring Your Family's Security
By Washington Trust / April 1, 2016
To protect your family's financial well being, take a tip from the Boy Scouts and "be prepared." Look over this checklist to see if all your bases are covered in the event of a debilitating injury or death.

How to Bring Charitable Giving Into Your Financial Plan
By Washington Trust / March 7, 2016
If helping others is one of your financial goals, consider tools and strategies that may help you maximize your charitable gifts.

What is a Living Trust?
By Washington Trust / March 7, 2016
A living trust is one of the most prevalent estate planning tools in use today. Most people use a living trust instead of a will to avoid probate, a court-supervised process for transferring assets to the beneficiaries listed in your will, which can be expensive and exposes your estate to public record. A living will does not avoid the estate tax but makes the settlement process much easier.

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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