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
Wilmington Trust Team To Pursue Ultra-Affluent Clients
By Staff WriterNU Online News Service, Nov. 4, 2003, 4:55 p.m. EST -- The wealth advisory services unit at Wilmington Trust Corp., Wilmington, Del., has set ...
August 26, 2003
Survey: Women Business Owners Lag In Estate PlanningNU Online News Service, Aug. 26, 2003, 6:01 p.m. EDT -- Women who control established family-owned businesses may need more help with succession planning ...
August 24, 2003
A Time For Wait-and-See Estate Planning TechniquesA Time For Wait-and-See Estate Planning TechniquesEstate tax reform continues to sustain momentum--insurance producers, estate planners and clients continue to ask how to set up ...
August 03, 2003
Flexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesFlexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesHeraclitus, the Greek philosopher, said more than 2,500 years ago that the only ...
July 23, 2003
Guarantee Trust Adds 30-Year Term Home Alliance PlanNU Online News Service, July 23, 2003, 1:19 p.m. EDT -- Guarantee Trust Life Insurance Company, Glenview, Ill., has introduced a 30-year term life ...
July 01, 2003
By James J. GreenThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
June 29, 2003
Forget RepealFocus On Family Wealth Tranfer ChallengesForget Repeal--Focus On Family Wealth Transfer ChallengesRegardless of what the President and Congress decide to do with the estate, gift, and generation-skipping transfer tax system, ...
May 25, 2003
Trust Services: Not Just For TycoonsBy Catherine M. KrokusThe idea of trusts conjures up images of dusty ledgers filled with obscure figures. John D. Rockefeller had trusts; Bill Gates has ...