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
WellChoice Elects Banker Chairman
By Staff WriterNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...
February 19, 2004
Charitable Trusts SimplifiedThe basic structure and operation of charitable trusts is relatively simple. The donor creates an irrevocable trust and transfers cash or other property to it. ...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
December 04, 2003
Finding Rollover Prospects: Some TipsMake connections early.Use of advisors increases with size of payout. But if departing employees do not alreadyhave an advisor, they will go to someone they knowthe benefits ...
December 01, 2003
Becoming TrustworthyTrust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...
November 06, 2003
A Trust To Help Clients Create A DynastyThe Ming Dynasty ruled China for 276 years. The dynastys demise in 1644 was due, in part, to the depletion of the imperial treasury.If the ...
November 06, 2003
The Beneficiary Controlled Trust Allows Many OptionsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
November 06, 2003
Designing The Trust To Maximize ResultsDesigning The Trust To Maximize ResultsOnce it has been decided that a Beneficiary Controlled Trust should be used, the design of the trust to achieve ...