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
Existing-Home Sales Rise 7.6% in August; LEI Edges Higher
By Joyce HansonExisting-home sales rose in August following a big correction in July, according to the National Association of Realtors (NAR), which reported a 7.6% increase.
September 17, 2010
MFS Adds New 2050 Target Date Mutual Fund to LineMFS has added to its Lifetime target date mutual fund series with a new entry: the MFS Lifetime 2050 Fund (MFFSX).
September 17, 2010
Group Health Plan Enrollment NosedivesNew figures released in September by the Census Bureau show that enrollment in employer-sponsored health plans in 2009 was at its lowest level since 1997, after a dizzying drop.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Bugged by Bedbugs? Homeowners Insurance Won't PayBut New York is planning a bill to require coverage for infestation.
September 09, 2010
Relief Riders Nominated for Positive Peace AwardDoing good while on an adventure can be positive for donors and recipients.
September 08, 2010
Obama Proposes Tax Breaks That Could Save $200 Billion Over Two YearsCosts to taxpayers over 10 years estimated at $30 billion.