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
Flexibility Remains The Key To Effective Estate Planning
By Eva M. VictorFlexibility Remains The Key To Effective Estate PlanningOn June 7, 2001, the Economic Growth and Tax Relief Reconciliation Act of 2001 was enacted which, through ...
November 25, 2001
Clients Benefit When Spit Dollar Is Married To A Family Limited PartnershipsClients Benefit When Split Dollar Is Married To A Family Limited PartnershipsByIts no longer a mysteryaffluent Americans are beginning to realize that the estate tax ...
November 18, 2001
Clients Hold Steady In Wake Of TerrorismByFinancial planners are in a position to see first-hand the effects the Sept. 11 terrorist attacks and subsequent bioterrorist acts are having on the ...
October 31, 2001
Coalition America And Prim In PPO AllianceNU Online News Service, Oct. 31, 10:05 a.m. -- Coalition America, Inc., Atlanta, has joined in a strategic alliance with Prim Capital Corporation, Cleveland, ...
October 28, 2001
Estate Planning Doesn't Need To Be Complicated To Be EffectiveEstate Planning Doesn't Need To Be Complicated To Be EffectiveByRecently, an agent asked me for some estate planning advice for a fairly typical prospect. Josephine ...
October 24, 2001
Wilmington Trust Acquires Balentine & CompanyNU Online News Service, Oct. 24, 11:11 a.m. ? Wilmington Trust Corp., Wilmington, Del., announced today that it is has signed a definitive agreement ...
October 10, 2001
Securian Buys Trust Division Of Midway BankNU On-Line News Service, Oct. 10, 2:38 p.m. -- Securian Financial Group Inc., St. Paul, Minn., the parent company of Minnesota Life, Advantus Capital ...
September 16, 2001
Nine Ways To Make Your Clients Love YouBySalt Lake City "Theres only one thing that motivates a client to do business with you--fear," said Katherine Vessenes of Vestment Consulting, Shorewood, Minn., in ...