Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Trusts and Estates
Phoenix Survey Results Suggest Tax Law May Have Little Effect On Estate Planning
By Staff WriterNU Online News Service, Aug. 2, 4:08 p.m. -- The Phoenix Companies Inc., Hartford, has published early results of a survey suggesting the new ...
June 08, 2001
Lehman Predicts EGTRA Will Cut Estate Planning Insurance Revenue By One-ThirdNU Online News Service, June 8, 11:15 a.m. -- Lehman Brothers Inc., has published a research report suggesting that the new federal tax law ...