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
Estate Planning For The Large Estate
By Patrick A. Lang"The rich aren't like you and me," wrote F. Scott Fitzgerald in "The Great Gatsby."That means that your usual approach to insurance sales may ...
April 06, 2005
Greenberg Takes The FifthByFormer American International Group CEO Maurice Greenberg invoked his right against self-incrimination and refused to answer questions from government officials last week about his companys ...
April 01, 2005
Special PeopleIn recent years, as more developmentally disabled individuals have been deinstitutionalized and become active residents in local communities, estate planning for parents of these individuals...
March 14, 2005
Keystone State Firm Updates Money Management ToolNU Online News Service, March 14, 2005, 2:39 p.m. ESTEMoneyAdvisor Inc., Conshohocken, Pa., has released a new version of an advisory firm administration system.[@@]The ...
March 04, 2005
Hancock Releases Estate Planning KitNU Online News Service, March 4, 2005, 3:40 p.m. ESTA Boston insurer has developed a new packet of materials for producers who want to ...
January 06, 2005
Connect2A Updates Estate Planning Web SystemNU Online News Service, Jan. 6, 2005, 4:53 p.m. ESTAn Indianapolis company has added new features to a set of Internet-based tools that advisors ...
December 29, 2004
Estate Defective Trusts Offer A Wealth Of Planning OpportunitiesEstate Defective Trusts Offer A Wealth Of Planning OpportunitiesFor decades, estate planning largely has been about the avoidance of a confiscatory federal transfer tax.However, the ...
December 13, 2004
Teach Us About Estate PlanningNovember IA reader poll finds estate planning topping the list of educational subjects