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
Schwab To Sell U.S. Trust Unit
By James J. GreenCharles Schwab Corp. announced November 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...
December 01, 2006
Canadian Cold Front Hits Unit TrustsThe surprise proclamation by the Canadian government that the income trust sector will lose its preferential tax status by 2011 sent shockwaves through the country's...
December 01, 2006
Rogaine for Estates: Avoid Heir LossConsidering that the results of the recent elections have thrown the repeal of the estate tax into even further jeopardy, the need for proper estate...
November 26, 2006
Fill The Estate Planning Gap By Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick in at year-end 2009, many are already enjoying a brisk and growing ...
November 26, 2006
Fill The Estate Planning Gap By Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick in at year-end 2009, many are already enjoying a brisk and growing ...
November 20, 2006
Schwab to Sell U.S. Trust UnitCharles Schwab Corp. announced Nov. 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles. Schwab said it would record a pre-tax gain...
November 14, 2006
Fill the Estate Planning Gap by Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick-in at year-end 2009, many are already enjoying a brisk and growing business ...