Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Election 2010: The Tax Impact
By Kate McBrideAs the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.
October 27, 2010
More tips and tricks to help you connectAct like a good listener. Don't let your body image betray you.
October 25, 2010
Servicemen’s Group Life Insurance: Profit Center?According to a Bloomberg News report, there's really no need for an insurance company to be involved at all in paying out death benefits to...
October 25, 2010
Home Sales Rebound; Bernanke Targets U.S. Mortgage Banking PolicyA report that existing-home sales jumped 10% in September, signaling a housing market recovery, closely followed Ben Bernanke's announcement that the Fed is supporting foreclosure prevention at the local level.
October 21, 2010
Wilmington Trust Augments Its New York Wealth Management TeamWilmington Trust has added three advisors from Bank of America Merrill Lynch to its Wealth Advisory Services business in the Northeast region, the firm announced Wednesday.
October 13, 2010
Einstein on salesLast week, I spoke to a group of financial professionals about the incredible opportunities presented by the income replacement market.
October 11, 2010
Estate Tax: U.S. Tax Court Limits Estate’s Credit for Tax on Prior TransfersU.S. Court agrees with IRS: Limits apply to prior transfers estate tax credit and rules on QTIP protection.
October 11, 2010
Home Affordability Is Highest in 40 Years: Beacon EconomicsIn August, U.S. homes were at their most affordable level since data became available in 1969, according to a new index by Beacon Economics, a Los Angeles-based macroeconomic forecaster.