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
Met Special Needs Unit Teams With Nonprofit Groups
By Staff WriterNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...
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 ...
February 02, 2003
Factor Charitable Gift Annuities Into Estate Planning For ClientsFactor Charitable Gift Annuities Into Estate Planning For Clients By Stuart L. DollarYour client Abigail feels like she has exhausted her alternatives. She is 70 ...
January 26, 2003
Survey: Estate Planning Lags At Some Family BusinessesSurvey: Estate Planning Lags At Some Family BusinessesByResults of a new survey suggest that many large family businesses will have trouble meeting their estate-planning goals.The ...
January 22, 2003
Survey: Some Family Firms Skimp On Estate PlanningNU Online News Service, Jan. 22, 12:41 p.m. -- Top executives at many family-owned businesses are doing a poor job of planning for the ...