Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Seven 'Unconventional' Estate Planning Strategies
By John S. BudihasSeven Unconventional Estate Planning StrategiesToday, most people prefer to place a bankcard in an automatic teller machine instead of speaking with a bank teller to ...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
All in the FamilyTaxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...
September 15, 2002
Estate Planning Clients Are Showing More Interest In EIULWith volatile financial markets, what products are clients using to fund their estate plans? In the life insurance market, the answer may be--and increasingly, is--equity ...
September 01, 2002
Keep On Offering Estate Tax RidersByIn June, the stage was set for a showdown on repeal of the estate tax. Senate Democrats defeated President Bushs call for permanent repeal ...
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 ...