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
House Approves Estate Tax Bill
By Melanie WaddellDemocratic bill would make tax permanent
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 30, 2009
What is the biggest selling mistake you can make?Losing a sale typically has far more to do with a failure to build trust and rapport than it does with issues of products or price.
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 24, 2009
Five Types of Risks Advisory Firms FaceMany advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional "wisdom" about managing risk just doesn't apply.