Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Looking Beyond Repeal (Or Reform)
By Warren S. HerschNote: Go week: L33limra_GSVI_wh Go photo: TBA Go graphic: pull quote File: L33limra_GSVI_wh.xml Lines: 161San FranciscoWhether or not permanent repeal of the estate tax ...
June 15, 2005
Actuaries Concerned About Medicare TrendsNU Online News Service, June 15, 2005 3:15 p.m. EDT -While Medicare's financial condition shows no deterioration in 2005, current trends do require immediate ...
June 01, 2005
Where do I start?The first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
April 20, 2005
How Well Are Your Clients Prepared To Transfer Their Wealth?When it comes to transferring wealth from one generation to the next, Americans are woefully unprepared.Two out of three closely held family businesses do ...
April 11, 2005
Everson Eyes NonprofitsThe head of the Internal Revenue Service is complaining about what he says are abuses of charitable remainder trusts and other charitable-funding vehicles.[@@]IRS Commissioner ...
April 01, 2005
Special PeopleIn recent years, as more developmentally disabled individuals have been deinstitutionalized and become active residents in local communities, estate planning for parents of these individuals...
November 22, 2004
Gold ETF Launched on NYSENov. 18, 2004 -- streetTRACKS Gold Trust said it has priced its initial public offering of 2,300,000 shares of a new gold-based exchange traded fund...
September 13, 2004
Fiserv To Combine 4 Trust CompaniesNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...