Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Down to the wire: Four estate planning tips
By David PortWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 08, 2010
Obama Proposes Tax Breaks That Could Save $200 Billion Over Two YearsCosts to taxpayers over 10 years estimated at $30 billion.
September 08, 2010
Colin Powell To Dedicate Habitat for Humanity HomesHabitat for Humanity honors General Colin L. Powell with green South Bronx residence for 50 families.
September 08, 2010
Obama Calls for End of Bush Income, Cap Gains, Dividend Tax Cuts; Assails GOPIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small business Wednesday, September 8.
September 07, 2010
How to Simplify and Enhance Charitable PlanningA primary goal for many wealthy clients.
September 03, 2010
ING Redeems Some Auction Rate Preferred SharesING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend
September 01, 2010
Leveraged and Inverse ETFs Are Short-Term Investments: SLCG StudyInvestors risk serious losses for holding periods longer than a day or two.
August 31, 2010
Davy Jones' LockerNot all yacht insurance policies are alike. Some, for example, exclude losses under the Jones Act, more formally known as the Merchant Marine Act of...