Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Bring Up Identity Theft With Boomers Doing Estate Planning
By Linda KocoBaby boomers know they need to protect their identity. So they shred documents, hide passwords and guard Social Security numbers.But what many don't know, and ...
November 26, 2006
Fill The Estate Planning Gap By Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick in at year-end 2009, many are already enjoying a brisk and growing ...
November 14, 2006
Fill the Estate Planning Gap by Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick-in at year-end 2009, many are already enjoying a brisk and growing business ...
November 14, 2006
Fill the Estate Planning Gap by Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick-in at year-end 2009, many are already enjoying a brisk and growing business ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 01, 2006
Hidden AssetsJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
July 13, 2006
Acordia Acquires Indiana FirmA large broker is scooping up a Midwestern financial services firm.Acordia Inc., Chicago, a unit of Wells Fargo & Company, San Francisco, has acquired the ...