Garden State Trust Company

Garden State Trust Company We were founded on three very simple guiding principles – Communication, Objectivity and Trust.

Building a solid foundation for your retirement years should be a manageable process. As an independent trust company, Garden State Trust will help you and your family develop a plan designed to assist you from investment management to estate planning and settlement of your estate. With an emphasis on communication and trust, our clients enjoy peace of mind knowing they have a comprehensive plan for the future.

Figuring out when and how to start charitable contributions can be a difficult undertaking even for those with experienc...
08/26/2026

Figuring out when and how to start charitable contributions can be a difficult undertaking even for those with experience. Sharing stories of giving is a great start, or one could take inspiration from Warren Buffet’s putting his kids in charge of giving some of his wealth to charities.

One might consider encouraging giving by providing a small amount of funds to start and promote such stories. One idea could be to send $20 or $50 to everyone who will be coming to Thanksgiving with the instructions to give it away. Find a charity, individual in need, or even as an extravagant extra tip after a meal to make someone’s day a little better. Then ask to share those stories at Thanksgiving and what kind of impact those gifts created.

https://gstrustco.com/investments/managing-preserving-wealth/

It may be difficult to discuss wealth at a family meeting, but it can also be worthwhile.It can be worthwhile to set the...
08/19/2026

It may be difficult to discuss wealth at a family meeting, but it can also be worthwhile.

It can be worthwhile to set the younger generation on a track toward wealth creation and understanding different investment vehicles. It can be worthwhile to set expectations, in order to alleviate anxiety and reducing uncertainty about potential inheritances. For some families, it can be worthwhile to designate funds for philanthropic purposes in order to ensure that charitable giving starts to get incorporated into everyone’s lives.

One way to make the conversation less awkward is to create a forum with a wealth professional present. Someone who can be asked questions about investing, or charitable giving too. With estate planning, it makes it easier during the eventual transition if the spouse or children are already familiar with the investment manager. Garden State Trust Company professionals are always gratified to be invited to part of a client’s family wealth meeting directly, or to address questions that come up afterward privately. Don’t hesitate to let us know.

https://gstrustco.com/about-us/why-garden-state-trust/

In this month’s newsletter, learn the benefits of having both a standby living trust and a financial power of attorney a...
08/17/2026

In this month’s newsletter, learn the benefits of having both a standby living trust and a financial power of attorney as part of your estate plan. https://conta.cc/4z36Ucu

Although we live in a “connected” world, loneliness is still a real problem with real consequences. In fact, according t...
08/12/2026

Although we live in a “connected” world, loneliness is still a real problem with real consequences. In fact, according to former U.S. Surgeon General Vivek H. Murthy’s 2023 advisory, social isolation can reduce lifespan by as much as smoking 15 ci******es a day!https://www.hhs.gov/sites/default/files/surgeon-general-social-connection-advisory.pdf

For highlights of that advisory, what our state governments of New Jersey and Pennsylvania are currently doing regarding this issue, and things to consider for older adults, read our latest blog: Loneliness Is a Valid and Important Concern for Older Adults https://gstrustco.com/blog/2026/08/11/loneliness-is-a-valid-and-important-concern-for-older-adults/

https://gstrustco.com/solutions-services/solo-agers/

American philanthropy and charitable giving set another new milestone. According to the latest report by Giving USA, it ...
08/05/2026

American philanthropy and charitable giving set another new milestone. According to the latest report by Giving USA, it rose last year to over $600 billion for the first time, reaching $617.2 billion dollars! https://givingusa.org/giving-usa-charitable-giving-rose-to-617-20-billion-in-2025-surpassing-the-600-billion-mark-for-the-first-time/

The largest increase came from bequest giving, which rose 20% year over year. The primary driver of charitable giving is individuals; however, bequests are tracked separately because they come from the estates which are a separate legal entity. $62.19 billion, or a little over 10% came from bequests!

Helping clients incorporate philanthropy into their estate plans is especially fulfilling for everyone involved, and the professionals at Garden State Trust Company would be pleased to provide a consultation to see what the best way is to maximize the gift’s value to yourself and the charity. A charitable remainder trust might be useful if you’re planning substantial gifts.

https://gstrustco.com/trusts-estates/charitable-trusts/

Did you know we email a newsletter every month with articles of interest regarding trust and estate planning services?Ga...
07/29/2026

Did you know we email a newsletter every month with articles of interest regarding trust and estate planning services?

Garden State Trust Company wants everyone to be better educated on trust and estate planning services so their family can be prepared for an easier transition regardless of whether they choose us as a provider or not. Thus, we post our monthly newsletter to our website here https://gstrustco.com/resources/newsletters/, and anyone can subscribe to our email list here https://shorturl.at/GtRu1. Please look at past issues, and if you have questions about the services discussed, please let us know.

https://gstrustco.com/about-us/why-garden-state-trust/

Are you retired and getting ready to travel the world, perhaps take a cruise, but worry about what might happen to your ...
07/22/2026

Are you retired and getting ready to travel the world, perhaps take a cruise, but worry about what might happen to your finances while you are away for an extended period of time? Perhaps you are concerned that bills might pile up while you are away and get missed? Although many people just think of trust services as the distribution of an estate, a trustee can be empowered to perform many services, even paying the bills.

For a list of some of the services we provide, visit our trustee services page: https://gstrustco.com/solutions-services/trustee-services/

In this month’s newsletter, learn why asset allocation plays a critical role in building a strong investment portfolio. ...
07/15/2026

In this month’s newsletter, learn why asset allocation plays a critical role in building a strong investment portfolio.

https://conta.cc/4gyfXvr

Nobody lives forever, and that includes executors and trustees. In some cases, the executor or trustee is only tasked wi...
07/15/2026

Nobody lives forever, and that includes executors and trustees. In some cases, the executor or trustee is only tasked with the transfer of assets and it may be a job that is completed in a fairly short amount of time. In other cases, it involves continuous management, sometimes over years or decades.

One of the co-executors of Michael Jackson’s estate, John McClain, passed away at 71 in May. https://www.latimes.com/entertainment-arts/music/story/2026-05-27/john-mcclain-michael-jackson-co-executor-dead The estate is still in court, and now will be represented by the remaining executor as sole executor, John Branca. Sometimes, the best choice for trustee or executor might be someone deeply familiar with the assets already, other times it might be someone who is more familiar with wealth transitions such as a corporate trustee. In any event, it’s important to have a backup plan in case the initial trustee or executor isn’t able to finish the job. One benefit of a corporate trustee, such as Garden State Trust Company, is that we continue to be available even if a trust officer gets sick themselves. Even if you plan to have a family member act as trustee, you might want to consider us for that backup role. Let us know if you’d like more information.

https://gstrustco.com/trusts-estates/executor-services/

A recent Fortune article, brought up the point that the recent initial public offering of stock by SpaceX is expected to...
07/08/2026

A recent Fortune article, brought up the point that the recent initial public offering of stock by SpaceX is expected to make 4,400 of their employees millionaires, and some 400 have stakes that could be $100 million! https://fortune.com/2026/06/11/spacex-ipo-wealth-jumps-executives-to-skilled-trade-welders-becoming-millionaires-elon-musk-trillionaire-status/ The types of jobs that received stock compensation varied greatly, from welders and machinists to coders.

That is an extraordinary payday, and after the 180-day lock-up period is over they’ll need to decide what to do with their stock. This type of sudden wealth can be hard to hold onto, as evidenced by athletes and lottery winners who don’t maintain their level of wealth for very long. Learn about steps that can help make sudden wealth, lasting wealth https://gstrustco.com/blog/2026/07/07/sudden-wealth-lasting-wealth/

https://gstrustco.com/assets/GST-Wealth-Management-brochure.pdf

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2101 Highway 34 South, Suite A
Wall, NJ
07719

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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