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
Panel To Hold AIG Hearing
By Arthur D. PostalA congressional committee chief has asked Edward Liddy and several members of an American International Group Inc. oversight body to appear at a hearing.
April 05, 2009
Take Advantage Of The GST Exemption TodayEven estate planning professionals sometimes struggle with the generation skipping tax...
April 02, 2009
Annuity Riders: Options and OpportunitiesKevin Bock, president of Integrity Estate Advisors and host of the financial and estate planning radio show "The Smart Money Show" discusses the various options for annuity contract riders...
April 01, 2009
The Wired WealthyWhen it comes to the wealthy, the higher up you are on the asset scale, the more likely that you'll be using a mobile device...
March 31, 2009
Due diligence? Get serious (Part II)Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
March 31, 2009
Live Long and ProsperIn addition to all the other balls the Obama administration is currently juggling, it looks as if it also plans to prevent the possibility of ...
March 01, 2009
Growth Through Strategic AlliancesOf three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...
February 24, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.