Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
All in the Family
By Staff WriterTaxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...
June 01, 2002
Living, and Dying, With UncertaintyEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
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 ...