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


Bring Charitable Giving Into Your Estate Plan
By Washington Trust / July 6, 2016
There are different options for setting up a charitable contribution through your estate plan. Here are several options and why they may be suitable for your financial plan.

By Washington Trust / July 6, 2016
Some of the reasons why you might consider adding a grantor retained annuity trust (GRAT) to your estate planning arsenal.

Implications of the Brexit
By Washington Trust / June 24, 2016
The Brexit vote for Britain to leave the EU has triggered a selloff in global equity markets although the impact in the U.S. is modest so far, with major indices down approximately 2.5% thus far today. Clearly, investors across the world were caught leaning the wrong way on the Brexit vote, and the short-term reaction has been sharp and painful. In this note, we focus on our view from a longer-term perspective.

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.

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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