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
Gold ETF Launched on NYSE
By Staff WriterNov. 18, 2004 -- streetTRACKS Gold Trust said it has priced its initial public offering of 2,300,000 shares of a new gold-based exchange traded fund...
September 02, 2004
Use Generation-Skipping Flexibility With CareThe IRS has issued proposed regulations [Prop. Treas. Reg. ?26.2632-1] that seem to add a little flexibility to making allocations of generation-skipping transfer (GST) tax ...
August 23, 2004
Pru Updates Estate Planning Sales KitNU Online News Service, Aug. 23, 2004, 3:12 p.m. EDTPrudential Financial Inc., Newark, N.J., has updated its advanced estate planning sales kit.[@@]The kit, published ...
August 01, 2004
Who's best? it all dependsAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
July 01, 2004
Longer ArmsHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...
June 17, 2004
Fee-Based Estate PlanningFor Closely Held Business OwnersI want to share with you why I changed from being a commission-only life insurance agent to a fee-based wealth advisor. ...