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
Clients Hold Steady In Wake Of Terrorism
By Marcella De SimoneByFinancial planners are in a position to see first-hand the effects the Sept. 11 terrorist attacks and subsequent bioterrorist acts are having on the ...
October 24, 2001
Wilmington Trust Acquires Balentine & CompanyNU Online News Service, Oct. 24, 11:11 a.m. ? Wilmington Trust Corp., Wilmington, Del., announced today that it is has signed a definitive agreement ...
October 10, 2001
Securian Buys Trust Division Of Midway BankNU On-Line News Service, Oct. 10, 2:38 p.m. -- Securian Financial Group Inc., St. Paul, Minn., the parent company of Minnesota Life, Advantus Capital ...
September 16, 2001
Nine Ways To Make Your Clients Love YouBySalt Lake City "Theres only one thing that motivates a client to do business with you--fear," said Katherine Vessenes of Vestment Consulting, Shorewood, Minn., in ...
September 09, 2001
NUCO Releases CD-ROM Of Estate Planning CourseNUCO Releases CD-ROM Of Estate Planning CourseThe National Underwriter Company has added Estate Planning to its e-Learning Courseware catalog. Driven by narration, animation and intuitive ...
September 09, 2001
High-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealHigh-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealByInstead of allaying peoples concerns over estate taxes, the recent debate over and approval of a 10-year ...
September 02, 2001
New Estate Tax Schedule Provides Limited Relief To ManyNew Estate Tax Schedule Provides Limited Relief To ManyByOn the surface, it appears that many people will be protected from estate taxes in the coming ...
September 02, 2001
Summer Vacation SeasonNo Better Time To Review The Benefits Of QPRTsByLike many of you, summer is my favorite time of the year. In my adopted home of New England, nothing is more glorious than a ...