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
Looking Beyond Repeal (Or Reform) Of The Estate Ta
By Warren S. HerschSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
July 20, 2005
Polling Firm Unveils Prospect Screening ToolYankelovich Inc. has introduced a scoring tool that can help insurers identify good prospects in its database of consumers names.[@@]Yankelovich, Chapel Hill, N.C., says ...
July 01, 2005
At Your ServiceIf Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...
June 30, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 29, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 15, 2005
Actuaries Concerned About Medicare TrendsNU Online News Service, June 15, 2005 3:15 p.m. EDT -While Medicare's financial condition shows no deterioration in 2005, current trends do require immediate ...
June 01, 2005
Where do I start?The first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
June 01, 2005
Estate Planning for a Non-Citizen SpouseMarrying Michael last year was one of the most exciting events of my life. We had a small wedding at a clubhouse overlooking beautiful Lake...