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
Harris Rolls Out a Donor-Advised Fund With National Philanthropic Trust
By Michael S. FischerHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 25, 2010
New Home Sales Plunge to Record Low; Durable Goods Up but AilingSales of new single-family houses in July fell 12.4% to 276,600, the slowest pace of sales on record since 1963. July durable goods orders rose slightly, but the increase came mainly from airplane orders.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
August 24, 2010
NAR Existing Home Sales Plummet to Record Low; Retail Also DownExisting-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24.
August 23, 2010
Bond fund inflows approach record winning streakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
High Net Worth Insurer PURE Moves to Another Coastal AreaHigh-net worth insurer Privilege Underwriters Reciprocal Exchange (PURE) is expanding to another state on its way to becoming a national carrier, our sister publication National Underwriter reported Friday, August 20.
August 23, 2010
Bond Fund Inflows Approach Record Winning StreakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
MetLife Study Says Gen Y Faces Debt, Job Woes with Upbeat SpiritsWhile the vast majority of Generation Y'ers believe it's possible to achieve the American dream in their lifetime, only 34% feel that they have an adequate safety net and 38% say that they have credit card debt, according to a recent MetLife study.