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Washington Trust Bank Blog | Financial Planning

Financial Planning
20
Sep

0

Family Assistance — Loan or Gift?

  • Posted by Greg Owens
  • in Economic Updates, Financial News
  • tags 709 Gift Tax Return, estate planning, family gifting, Family loan, Financial Planning, Gift Tax, Gifting Limits, Lifetime Transfer Tax Exemption Amount
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1
Sep

0

The New Seattle Income Tax – What you need to know

  • Posted by Greg Owens
  • in Financial News, Investment News
  • tags Financial Planning, Irrevocable Trust, Revocable Trust, Seattle Income Tax, Seattle Resident, Tax Update, wealth, wealth management
READ MORE →
31
Jul

0

Estate Planning: Digital Assets

  • Posted by Greg Owens
  • in Financial News, Fraud Prevention, Investment News
  • tags Digital Assets, estate planning, Financial Planning, wealth management
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27
Dec

0

2017 Tax Year Cost of Living Adjustments

  • Posted by Greg Owens
  • in Financial News
  • tags cost of living adjustments, Economic Updates, Financial News, Financial Planning, tax
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9
Nov

0

The Markets Absorb Another Election Surprise

  • Posted by Richard Cloutier
  • in Economic Updates, Financial News, Investment News
  • tags bonds, Economic Growth, Economic News, Financial Planning, Interest rates, Jobs Growth, markets, stocks, Washington Trust Ban, Washington Trust Bank, wealth, wealth management
READ MORE →
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