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Vacation Homes May Play an Integral Role in Your Retirement and Estate Plans

While a vacation property can be a treasured retreat from the hustle and bustle of modern life, viewed from an investment perspective, it could also make a relatively safe, long-term addition to a family's net worth. For retirees or those approaching retirement, vacation property may offer special options for managing their finances and estate plans.

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Four Tips for Tax-Savvy Investors

A century ago, author Mark Twain wrote that the difference between a taxidermist and a tax collector is that the taxidermist takes only your skin. Today, the IRS isn't any more popular. Why not see if any of the following strategies could allow you to keep more of what your investments earn?

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Financial Literacy and National Financial Capability Month

In March 2011 President Obama issued a proclamation establishing April of each year as National Financial Literacy Month. The creation of National Financial Literacy Month was an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits. 

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How Rising Interest Rates May Affect Your Estate Planning Strategy

Interest rates are a key driver in today's economy and financial markets. They also can have a direct impact on certain estate planning strategies. Wealth holders who plan to transfer assets to heirs or charities via trusts may need to consider how the current upward trend in interest rates could help or hinder their plans.

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Rules of Engagement — What It Takes to Manage Your Estate

One of the most important decisions you will make with regard to your estate is selecting the right fiduciaries to manage it. You will need an executor to oversee the disposition of your will and a trustee to manage and maintain any trusts that exist. While the responsibilities of each of these administrators may differ slightly, the overall goal is to ensure that your assets are managed according to your wishes after you are gone.

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The opinions expressed in this newsletter are those of the author and may not reflect those of The Washington Trust Company. 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.

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System Maintenance

April 19, 2015
12:30 am - 4:30 am

Due to system maintenance, Online Banking and Mobile Banking will be unavailable on Sunday, April 19th between the hours of 12:30 .m. and 4:30 a.m