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
Make this your game-changing selling year
By Joanne BlackIn a recent Webinar survey I conducted, attendees identified the two biggest sales challenges they face:
March 25, 2010
Bank of America Cutting Mortgage PrincipalCertain mortgages will be eligible for "principal forgiveness," as a result of settlement with Massachusetts attorney general.
March 24, 2010
Family Offices Attract Hedge Fund ProfessionalsU.S.-based hedge fund professionals for the first time are showing considerable interest in working for family offices.
March 24, 2010
Web Exclusive: Probabilistic Estate PlanningYou have no idea what Congress and the Obama administration will do about the estate tax. Joseph F. Stenken has ideas about how to cope with the uncertainty.
March 24, 2010
Web Exclusive: Probabilistic Estate PlanningYou have no idea what Congress and the Obama administration will do about the estate tax. Joseph F. Stenken has ideas about how to cope with the uncertainty.
March 22, 2010
Preventing H1N1 at HomeDiscouraging employees from coming into work when they have flu is good. Keeping them from catching the flu is even better.
March 19, 2010
Estate Planning in Uncertain TimesThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
March 18, 2010
Global Pensions Awards for InalyticsOne firm that has developed a technique for helping pension funds assess managers' skill and monitor performance, Inalytics, won "Investment Consultant of the Year" and "Software Provider of the Year."