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
IRI-Morningstar: VA Carriers Limited Fee Changes in Q3 Due to Slow Economy
By Joyce HansonFee changes in the variable annuity market dropped by half in Q3 as carriers held costs steady in light of the nation’s persistently slow economic recovery, IRI-Morningstar said.
November 30, 2010
Warren Buffett and Bill Gates Talk Taxes and PhilanthropyWarren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.
November 19, 2010
Congress May Eliminate Ability to Create Short-Term GRATs: Akin GumpThe 2010 year-end window of opportunity to transfer wealth at a reduced tax cost is open, and now is a good time to do it before Congress considers imposing restrictions.
November 08, 2010
Fading Homeownership Bodes Ill for Fannie, Freddie: BofA-Merrill EconomistsA report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.
November 05, 2010
Consumer Credit Rose 1% in September, Fell 1.5% in Q3, Fed SaysAmerican consumers borrowed money to buy cars in September, but they continued to tighten their belts and cut up their credit cards in the third quarter, the Fed reported Friday.
November 05, 2010
Barclays Wealth Opens New Trust CompanyWealth manager and advisor Barclays Wealth announced Friday that it had opened Barclays Wealth Trustees (U.S.), NA, a new national U.S. trust company headquartered in Delaware.
November 03, 2010
Election 2010: The Tax ImpactAs 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.
November 01, 2010
Life Insurers Under FireAt the end of July, in the midst of one of the most financially troubled summers in recent memory, headlines at Bloomberg blazed with charges that insurance companies were profiting from the deaths of servicemen.