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
Millenials, Gen Xers Seek Stodgy Security, Says Guardian Life
By Joyce HansonInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 01, 2010
The Seven Secrets of a Purposeful LegacyOver the past 10 years, wealth consultant John Warnick of Family Wealth Transitions & Solutions in Denver has evolved a way of helping clients communicate...
October 01, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 30, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 29, 2010
A Surprise in Retirement of the WealthyBarclays finds more high-net-worth people intend to keep working, says their global survey.
September 28, 2010
Gates Pushing Washington State's 'Tax-the-Rich' MeasureWithout a state income tax, Washington is looking to offset severe budget cuts.
September 27, 2010
Brinton Eaton Sees Big Tax Hikes if Congress Doesn't ActNon-spouse beneficiaries could experience rates as high as 55%.
September 23, 2010
National Philanthropic Trust Reaches $2 Billion in Charitable GiftsNational Philanthropic Trust (NPT), a national public charity, announced Thursday that the organization had raised $2 billion in total charitable gifts since its inception in 1996.