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- Is a Rollover Right for You?
If you've recently changed jobs -- or maybe changed jobs a few times over the years -- you may be juggling multiple retirement plan accounts. While it's certainly acceptable to leave your money in your former employer's plan (as long as your balance is over $5,000, your old employer can't cash you out), in some instances it might make sense to consolidate your assets. - The Potential Benefits of Family Limited Partnerships
Give away eventual benefits now without surrendering current control. That is one of the guiding concepts behind the family limited partnership (FLP), a tool for managing family wealth. - Your Annual Review Checklist
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your financial advisor. - What Kind of Retirement Do You Want?
Preparing for your later years requires looking at a host of personal and financial details. To enhance your chances of living the retirement lifestyle that you desire, you may want to start by making decisions about how you want to live and basing your financial planning on these lifestyle parameters. - American Banker Names Washington Trust One of the Nation's Best Banks to Work For
WESTERLY, R.I.- The Washington Trust Company was recently named one of the nation's Best Banks to Work For by American Banker magazine as part of its annual list organized by the Best Companies… - Washington Trust Rebrands Wealth Management Division
Single name across RI, MA, and CT reflects comprehensive, integrated offer - Washington Trust Hires New Private Client Advisor in Greater Boston Market
Wellesley, MA –The Washington Trust Company is pleased to announce that Lisa Hudson has been hired as Vice President, Senior Private Client Advisor in the Private Clients Group. Lisa will work with… - Washington Trust Provides Financing to WE 35 National Drive, LLC
Glastonbury, Conn. - Washington Trust’s Commercial Real Estate Group recently provided financing to WE 35 National Drive, LLC for a 105,000 square foot warehouse located in Glastonbury,… - Brendon Swanson
Start your application with Brendon Swanson. - Washington Trust Donates $21,000 to Local Hunger Relief Agencies in Rhode Island, Massachusetts, and Connecticut
Washington Trust recently made a $1,000 donation to the Northern RI Food Pantry to assist the organization with their efforts ahead of the Thanksgiving holiday. Westerly, RI – The Washington Trust…
