Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
May 08, 2002
Hancock Develops Analytical SoftwareNU Online News Service, May 8, 4:53 p.m. -- John Hancock Financial Services Inc., Boston, has developed the Comprehensive Estate Tax and Income Analysis ...
April 28, 2002
Annuity Owners Need Estate PlanningWe have all read numerous articles and attended many seminars on estate planning changes resulting from the "phase-out" of the federal estate tax.But confusion remains ...
March 27, 2002
Survey: Americans Hate Talking About EstatesNU Online News Service, March 27, 3:14 p.m. -- Americans still have a hard time talking to children and other heirs about estate planning, ...
March 03, 2002
Flexibility Remains The Key To Effective Estate PlanningFlexibility 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 ...
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 ...
September 09, 2001
NUCO Releases CD-ROM Of Estate Planning CourseNUCO Releases CD-ROM Of Estate Planning CourseThe National Underwriter Company has added Estate Planning to its e-Learning Courseware catalog. Driven by narration, animation and intuitive ...
September 09, 2001
High-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealHigh-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealByInstead of allaying peoples concerns over estate taxes, the recent debate over and approval of a 10-year ...
September 02, 2001
Summer Vacation SeasonNo Better Time To Review The Benefits Of QPRTsByLike many of you, summer is my favorite time of the year. In my adopted home of New England, nothing is more glorious than a ...
September 02, 2001
New Estate Tax Schedule Provides Limited Relief To ManyNew Estate Tax Schedule Provides Limited Relief To ManyByOn the surface, it appears that many people will be protected from estate taxes in the coming ...