Wealth Management Newsletter


A quarterly online newsletter with interesting and relevant topics related to managing your assets. Read something interesting? Our seasoned local trust and estate professionals are ready to assist you. Sign me up: jsicina@orangebanktrust.com or contact Jane Sicnia at 845-341-5030

• February 2020 Issue

• December 2019 Issue

• September 2019 Issue

• June 2019 Issue

• March 2019 Issue

• 2019 Tax Facts that You Need to Know

• December 2018 Issue

• September 2018 Issue

• June 2018 Issue

• March 2018 Issue

• September 2017 Issue

• June 2017 Issue

• March 2017 Issue

• March 2016 Issue

• September 2016 Issue

• December 2016 Issue


Estate Planning Report

We are pleased to introduce the Estate Planning Report, our avenue of communication with estate planners and other professionals who serve our community. Each bimonthly issue will include one topic in detail (under Planning Thoughts), summaries of recent cases and rulings of interest, and Washington Talk. Washington Talk concerns proposals and speculations about wealth management issues, politics, and estate and gift taxes.

We hope that you find the Estate Planning Report valuable. If there is a topic that you'd like us to cover, please let us know. If you have questions about the scope of our trust and investment services, please give us a call. When you or your clients need professional fiduciary services, please keep Orange Bank & Trust in mind.

• Inaugural Issue

• Volume 2 April 2019