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
Wilmington Trust, M&T Bank Agree to Merge
By Michael S. FischerM&T Bank Corp. and Wilmington Trust Corp. have entered into a definitive agreement under which Wilmington Trust will merge with M&T, the two firms announced Monday.
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.
October 10, 2010
At FPA Denver, Defining Advisor Value and Rebuilding TrustAn all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.
October 07, 2010
Estate Planning: A Trust for Your Personal ResidenceWhen is wealth transfer using a personal residence part of a smart estate plan?