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
Trust Services: Not Just For Tycoons
By Staff WriterBy Catherine M. KrokusThe idea of trusts conjures up images of dusty ledgers filled with obscure figures. John D. Rockefeller had trusts; Bill Gates has ...
May 19, 2003
Met Special Needs Unit Teams With Nonprofit GroupsNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...
May 18, 2003
What Is A Credit Shelter Trust?All U.S. taxpayers have the benefit of an exemption equivalent, which is often still referred to as the unified tax credit. This allows individuals ...
May 04, 2003
Additional Issues to ConsiderOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....
March 19, 2003
Study: Financial Advisors Gain In Trust ServicesNU Online News Service, March 19, 2003, 10:52 a.m. EST -- Financial advisors are now helping many clients establish trusts, but only about 10% ...
February 11, 2003
Hartford Agents To Get Estate Planning TrainingNU Online News Service, Feb. 11, 11:45 a.m. -- Account executives of the Hartford Financial Services Group, Simsbury, Conn., will receive training from the ...
February 09, 2003
Integrating Business And Estate PlanningMost advisors agree that since a business is typically a large portion of a business owners estate, the business plan and the estate plan must ...