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Washington Trust Wealth Management Blog

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


The Importance of Having a Will
By Washington Trust / September 26, 2018
As seen on The Rhode Show - In the last few years, both Prince and Aretha Franklin died without making a will. A will can be a powerful financial planning tool that shouldn't be overlooked by anyone, music royalty or not.

Creating an End-of-Life Plan to Help Avert Family Conflict
By Washington Trust / May 29, 2018
Family conflict after a loved one passes can often be avoided through open communication and preemptive planning to help ensure that everyone is on the same page

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.

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.

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.

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?

By Washington Trust / October 11, 2016
Trusts can be an effective solution for those looking to marry investment wealth with their overall wealth management plan.

When to Choose a Corporate Fiduciary
By Washington Trust / August 11, 2016
Explore five of the most important elements in deciding between a family member and corporate fiduciary.

By Washington Trust / August 11, 2016
Learn why holding financial assets in a variety of different accounts could have a big effect on the wealth-transfer implications of your overall estate plan.

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.

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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