Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Beneficiary Controlled Trust Allows Many Options
By Dan Munroe, Steve OshinsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
September 16, 2003
Tower Bank Gets Foundations DirectorNU Online News Service, Sept. 16, 2003, 2:53 p.m. EDT -- Tower Financial Corp., Fort Wayne, Ind., has hired Kim Stacy to be director ...
August 03, 2003
Flexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesFlexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesHeraclitus, the Greek philosopher, said more than 2,500 years ago that the only ...
July 23, 2003
Guarantee Trust Adds 30-Year Term Home Alliance PlanNU Online News Service, July 23, 2003, 1:19 p.m. EDT -- Guarantee Trust Life Insurance Company, Glenview, Ill., has introduced a 30-year term life ...
July 01, 2003
By James J. GreenThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
May 25, 2003
Trust Services: Not Just For TycoonsBy Catherine M. KrokusThe idea of trusts conjures up images of dusty ledgers filled with obscure figures. John D. Rockefeller had trusts; Bill Gates has ...
May 25, 2003
Trust, Securities, Insurance Pros Must Learn To Work 'Cheek By Jowl'Trust, Securities, Insurance Pros Must Learn To Work Cheek by By Heywood SloaneUnderstanding the complexity of securities, insurance and trust professionals working together requires taking ...
May 23, 2003
Clark Consulting Raises $15 MillionNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...