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State Directory- Estate Taxes
- Roth IRAServices she recommends for individuals would be a ROTH IRA or Traditional IRA. Tabby also feels that Revocable Trusts are an important estate planning tool.
- Real Estate TaxesFor loans less than 80% loan to value of appraised value or sales price, real estate taxes and homeowners insurance escrow is not required.
- Income TaxIf self-employed last 2 years of signed Federal Income tax returns and year to date Income Statement and Balance Sheet.
- Capital Gains Taxes1031 Exchange – The exchange of certain types of property may defer the recognition of capital gains or losses due upon sale and hence defer any capital gains taxes otherwise due. The properties exchanged must be of “like kind†. Contact us for more information.
- Investment ManagementEscrow/Contract for Deed – Washington Savings Bank, Trust Department serves as a third-party Agent for individuals entering into a real estate contract with another party.
- Mutual FundsDirected Agency – This type of account allows us to assist you with paying bills, such as utilities, insurance, and taxes, etc. You can also add investments such as stocks, bonds, CDs & mutual funds, which we buy and sell at your direction. We provide you with a detailed account statement at the frequency you desire.
- Bonds
- Wealth Management The advisors at Washington Savings Bank can help you build a comprehensive action plan for your financial future – one that leverages the potential of today’s markets.
- Accounting Services
- Retirement Planning
- Long Term CareIrrevocable Trust – Often used for asset-protection purposes and qualification for VA and Medicaid-paid, long-term care benefits. A properly drafted trust will ensure you do not have to surrender all control.
- Living TrustsRevocable Living Trust – Transfers property from a living grantor, or creator, to a trustee through a written agreement. A Revocable Living Trust allows the grantor(s) to change the terms whenever he/she wants. You can be your own Trustee while living then appoint a Successor Trustee to serve after your death.
- Mortgage RefinancingThis JavaScript calculator will help you to decide whether or not you should refinance your current mortgage at a lower interest rate. Not only will this calculator calculate the monthly payment and net interest savings, but it will also calculate how many months it will take to break even on the closing costs.
- Asset Protection