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
Fill the Estate Planning Gap by Linking The Benefits
By Warren S. HerschEven 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 ...
September 18, 2006
Allstate Announces Changes At The TopA former chief financial officer will be taking over as the day-to-day leader of a giant insurer.The board of Allstate Corp., Northbrook, Ill., has chosen ...
September 13, 2006
Charitable Price Cut by T. Rowe PriceThe T. Rowe Price Program for Charitable Giving, a national donor-advised fund, has reduced its annual administration fee, effective September 1, 2006, by varying amounts on asset balances of $500,000 or more.
September 01, 2006
Hidden AssetsJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
Some Good News on PensionsAdvisors are hailing the recently passed pension reform legislation as a treasure trove of goodies that's long overdue. The whopping 900-page legislation, called the Pension...
August 24, 2006
Banks Losing TrustsA new report by Spectrem Group has found that bank trust departments need an overhaul, as personal trust accounts held at U.S. banks dropped 23% and assets held in these accounts slipped 10% in 2005.
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...