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Washington Trust Wealth Management Blog

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


Kathleen A. Ryan
Kathleen A. Ryan
Kathleen A. Ryan's Blog

Understanding the Basics of Social Security Retirement Benefits
By Kathleen A. Ryan / November 21, 2017
Here are some basic elements to the social security system that everyone should keep in mind when planning for retirement.

The LLC Option for Owning Residential or Commercial Rental Property
By Kathleen A. Ryan / November 6, 2017
Rental Real Estate is a viable business, but not without its risks of liability. Learn how using an LLC structure in your business plan could help add a layer of protection to your personal assets.

Inheritance Protections Plus Benefits Through Effective Trust Planning for Grandparents
By Kathleen A. Ryan / October 16, 2017
It is common for grandparents to want to pass on a legacy from their estates to their grandchildren either immediately or over time. However, they should know that care must be taken when passing funds to grandchildren with special healthcare needs and/or disabilities.

 When Your Financial Plan Goes From Mine to Ours
By Kathleen A. Ryan / September 20, 2017
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started.

How a Trusteed IRA Can Offer Control and Peace of Mind
By Kathleen A. Ryan / April 7, 2017
The average growth rate of IRA account balances has increased steadily over the past decade. Learn how a Trusteed IRA may allow you to keep your own assets on the rise for future generations well after you pass.

A Roadmap to Your Happy Retirement
By Kathleen A. Ryan / March 6, 2017
When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options.

What are the Benefits of a Revocable Trust?
By Kathleen A. Ryan / January 27, 2017
Learn more about the benefits of a revocable trust and how it compares to a traditional will for your estate plan.

5 Tips to Save on Estate Taxes
By Kathleen A. Ryan / December 20, 2016
With tax season approaching, there are a number of techniques you should consider to help you save on your estate taxes.

What to Know When Choosing an Executor or Trustee
By Kathleen A. Ryan / November 21, 2016
Are you certain the family member you’ve chosen as executor has the time and know how to handle the challenges of your estate?

Will Your Business Survive Without You?
By Kathleen A. Ryan / October 26, 2016
Did you know that only 30% of family businesses are successfully passed on to the second generation?

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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