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
Fiserv To Combine 4 Trust Companies
By Staff WriterNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...
August 01, 2004
Who's best? it all dependsAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
July 01, 2004
Longer ArmsHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...
June 17, 2004
Fee-Based Estate PlanningFor Closely Held Business OwnersI want to share with you why I changed from being a commission-only life insurance agent to a fee-based wealth advisor. ...
May 20, 2004
WellChoice Elects Banker ChairmanNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...
March 24, 2004
President Designates National Benefits DayNU Online News Service, March 24, 2004, 10:23 a.m. EST -- The International Foundation of Employee Benefit Plans, Brookfield, Wis., will celebrate the 50th ...