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
Wealth-Friendly Delaware
By Staff WriterFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...
July 01, 2002
In Independents We TrustIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
June 25, 2002
MetLife Ends Automatic Buyback ProgramNU Online News Service, June 25, 3:35 p.m. -- MetLife, Inc., New York, announced today that it has terminated its automatic stock buyback program ...
June 01, 2002
Living, and Dying, With UncertaintyEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
May 08, 2002
Hancock Develops Analytical SoftwareNU Online News Service, May 8, 4:53 p.m. -- John Hancock Financial Services Inc., Boston, has developed the Comprehensive Estate Tax and Income Analysis ...
April 28, 2002
Annuity Owners Need Estate PlanningWe have all read numerous articles and attended many seminars on estate planning changes resulting from the "phase-out" of the federal estate tax.But confusion remains ...
March 27, 2002
Survey: Americans Hate Talking About EstatesNU Online News Service, March 27, 3:14 p.m. -- Americans still have a hard time talking to children and other heirs about estate planning, ...
March 03, 2002
Intentionally Defective Trusts Are Effective In Transfering AssetsIntentionally Defective Trusts Are Effective In Transferring AssetsByA photograph "freezes" a moment in time, capturing a cherished family occasion, a dramatic sporting event, or a ...