Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Keystone State Firm Updates Money Management Tool
By Staff WriterNU Online News Service, March 14, 2005, 2:39 p.m. ESTEMoneyAdvisor Inc., Conshohocken, Pa., has released a new version of an advisory firm administration system.[@@]The ...
December 29, 2004
Estate Defective Trusts Offer A Wealth Of Planning OpportunitiesEstate Defective Trusts Offer A Wealth Of Planning OpportunitiesFor decades, estate planning largely has been about the avoidance of a confiscatory federal transfer tax.However, the ...
December 13, 2004
Teach Us About Estate PlanningNovember IA reader poll finds estate planning topping the list of educational subjects
October 06, 2004
Adjusting For Tax Changes Is The Key To A Winning Estate Planning StrategyAdjusting For Tax Changes Is The Key To A Winning Estate Planning Strategy Estate owners need offensive, defensive and often preemptive strategiesBy John S. BudihasNBA ...
August 23, 2004
Pru Updates Estate Planning Sales KitNU Online News Service, Aug. 23, 2004, 3:12 p.m. EDTPrudential Financial Inc., Newark, N.J., has updated its advanced estate planning sales kit.[@@]The kit, published ...
June 17, 2004
Fee-Based Estate PlanningFor Closely Held Business OwnersI want to share with you why I changed from being a commission-only life insurance agent to a fee-based wealth advisor. ...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
August 31, 2003
Estate Planning Can Be Challenging For Non-Traditional ClientsEstate Planning Can Be Challenging For Non-Traditional ClientsByLas Vegas When developing estate plans for clients, planners face a constantly changing and increasingly complex tax environment. ...