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
Estate Planning: Interest Rate Drop Enhances Wealth Transfer Opportunities
By Gavin Morrissey, Gavin MorrisseyWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 06, 2010
The nonverbal sales pitchResearch shows that body language is still one of the most effective ways to win - or lose - favor with a prospect.
July 01, 2010
LPL Financial's IPO: The Competitive EquationThe parent company of the largest independent broker/dealer, LPL Financial, filed an S-1 statement with the SEC on June 4 to go public via an...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 30, 2010
Why the first four minutes matter (part 1)Have you ever gone to an appointment and known instinctively in the first few moments that your prospect would buy from you?
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 22, 2010
Existing Home Sales Fell 2.2% in May on Expiration of Tax CreditExisting home sales fell 2.2% in May after the federal tax credit for home buyers ended April 30, the National Association of Realtors (NAR) reported.