Articles Library

Investment Strategies for a Prosperous Retirement - Woodland Chamber of Commerce Presentation 2013

Our Wealth Management Articles Library is an extensive collection of articles addressing specific situations and needs. There's even an article about estate planning for pets! Anything you might want to know can most likely be found in this library.

Utilize the library at your convenience, and if we can provide further assistance please give us a call.


Asset Management & Trust Department


1007 7th Street, Suite M100


Sacramento, California 95814


(916) 325-0050

Choose your section:

• Growing Wealth
• Preserving Wealth
• Retirement Planning
• Wealth Transfer and Estate Planning

Preserving Wealth

• An Amish ponzi schemer
• A trust arrangement to protect your assets
• Audits double for wealthiest
• A valuable tool buy sell
• Beware of phishing
• Beyond ordinary insurance
• Capital gains and tax basis
• Citizenship
• Designing a trust for your family
• Divorce & Taxes
• Family financial security with a living trust
• Financial strategies
• First-time homebuyer confusion
• Five financial mistakes
• How to choose an advisor
• In sickness and in health
• Investing long term
• Keep your family secure
• Last call for the charitable IRA rollover
• Managing newly acquired wealth
• New investment taxes for 2013
• Protecting identity
• Proving value
• Q&A: living trusts
• Retirement facts
• Single-stock solutions
• Spam scams
• Stretch charitable dollars
• Tax and borrowing
• Tax-free retirement money
• Taxmageddon
• Tax records - what to keep
• The best trust plan
• The importance of executor
• The trust industry
• Travel trusts
• Trustworthy advice: look no farther
• Understanding home sales
• What is a fiduciary?
• Your personal inflation rate

Retirement Planning

• An unhappy Kodak moment
• Avoid tax on IRA withdrawals
• Beyond threshold of retire
• Company stock plan payout
• Components of income, top taxpayers
• Develop retirement strategy
• Finetune retirement plan
• Inherited IRAs
• Inherited IRAs in bankruptcy
• It may be worse than we thought
• Making your retirement money last
• Managing retirement income
• Planning a long life
• Preparing to retire
• Retirement abroad
• Retirement facts and fiction
• Retirement planning with a wider focus
• Retirement solution-trust
• Retirement time for re-exam
• Super IRAs
• The "S" word
• Will 80 become the new 65?
• Women and retirement savings
• 2011 IRA contributions
• 2012 retirement plan limits
• 401(k) protection programs

Wealth Transfer and Estate Planning

• Building an estate plan
• An executor's dilemma
• Ask a trust officer: Burden of estate taxes
• Charitable givers
• Charitable trusts
• Choice of trustee
• Consider a foundation
• Deathbed marriages
• Disclaimers
• Eight questions about estate plans
• Essential ingredients
• Estate & gift tax filing thresholds
• Estate plan strategies IRA
• Estate planning for same-sex couples
• Estate planning not one size
• Estate tax filings
• Family fairness and legacy
• Fashioning a charitable gift
• Is it time to review
• It's never too late for estate planning
• Myths about trusts
• Of GRATs and GRUTs
• Pets and estate planning
• Planning for gifts to grandchildren
• Planning for the digital estate
• Portability
• Practical living trust
• Problem heir
• Second collection
• Sell your insurance policy? A look at life settlements
• Tax-wise land management conservation easements
• The 2012 gift opportunity
• The case against the estate tax
• The elements of estate planning
• The importance of insurance
• The language of trusts
• The language of wills
• The President's estate tax reform proposal
• Transfer assets to spouse
• Transferring assets list
• Trusts - a matter of caring
• Trusts for children
• Ultra-low interest rates
• Understanding executorships
• Values based estate plans
• Valuing your valuables
• Wealth replacement trusts
• Where to keep your will
• Who gives?
• Who should settle your estate?
• Will contests
• Your family's business