Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Survey: Women Business Owners Lag In Estate Planning
By Staff WriterNU Online News Service, Aug. 26, 2003, 6:01 p.m. EDT -- Women who control established family-owned businesses may need more help with succession planning ...
May 19, 2003
Met Special Needs Unit Teams With Nonprofit GroupsNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...
February 11, 2003
Hartford Agents To Get Estate Planning TrainingNU Online News Service, Feb. 11, 11:45 a.m. -- Account executives of the Hartford Financial Services Group, Simsbury, Conn., will receive training from the ...
February 09, 2003
Integrating Business And Estate PlanningMost advisors agree that since a business is typically a large portion of a business owners estate, the business plan and the estate plan must ...
February 02, 2003
Factor Charitable Gift Annuities Into Estate Planning For ClientsFactor Charitable Gift Annuities Into Estate Planning For Clients By Stuart L. DollarYour client Abigail feels like she has exhausted her alternatives. She is 70 ...
January 26, 2003
Survey: Estate Planning Lags At Some Family BusinessesSurvey: Estate Planning Lags At Some Family BusinessesByResults of a new survey suggest that many large family businesses will have trouble meeting their estate-planning goals.The ...
January 22, 2003
Survey: Some Family Firms Skimp On Estate PlanningNU Online News Service, Jan. 22, 12:41 p.m. -- Top executives at many family-owned businesses are doing a poor job of planning for the ...
January 19, 2003
Estate Planning Should Also Cover LTCByIndustry and media pundits who perpetuate the idea that LTC is only a "middle class" issue are still focused on the past and miss new ...