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Talking Turkey Safety

That time of year is once again upon us. When Americans gather around the table with friends and family members to feast and give gratitude for the annual tradition that is Thanksgiving. But before you come to the table with your turkey platter and gravy, take a moment to read these turkey preparation and safety tips from the United States Department of Agriculture:

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Three Tips for Holiday Shopping with Credit Cards

The holiday season is in full swing. As you join the ranks of Christmas shoppers, you'll find plenty of ways to spend your hard-earned money. Using a credit card makes shopping easy; so easy, in fact, that many Americans will spend too much this month. Yet Christmas shopping does not have to lead to credit card debt. This year, you can take steps to avoid a gloomy credit card statement in January.

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Considerations for Inherited Retirement Assets

Your options in managing assets that you inherit from a loved one's qualified retirement plan may depend on the type of retirement plan in question -- for example, 401(k)/403(b) plan or IRA -- and your relationship to the deceased.

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Holiday Budgeting Tips

As the shortest days of the year approach, we have the inevitable diversion of the holiday season to distract us until the days begin to gradually lengthen. Whether you celebrate Christmas, Hanukkah, Kwanza or the general holiday season chances are you'll be spending money on things that are outside your regular budget. Here are some tips for spending smart.

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Short-Term Rolling GRATs: Wealth Transfer Vehicles That Cover More Ground

Short-term rolling GRATs (grantor retained annuity trusts) have the potential to exploit fluctuations in market conditions while delivering on their key objective of transferring wealth in a tax-advantaged manner. Following is a discussion of the possible benefits of using a rolling GRAT strategy to fulfill your wealth transfer goals.

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Year-End Tax Planning Strategies for 2014

With December 31st approaching quickly, there is a short window of opportunity to implement tax strategies for calendar year 2014. You may be wondering how to get started. Are there any deductions or provisions in the tax law that may help you save? And, if so, how would you put these in motion?

To help put you on the path to year-end tax planning, we’ve compiled a list of ideas and strategies for you to discuss with your advisor, who is familiar with your circumstances and can help you make informed decisions.

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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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