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
S&P/Case-Shiller Index Shows Home Prices Rose 1% in June
By Joyce HansonWith this spring's tax credit still working its way through the housing market, the price of U.S. homes rose 1% in June for the third consecutive month, according to the Standard & Poor's Case-Shiller index released Tuesday, August 31.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 26, 2010
Harris Rolls Out a Donor-Advised Fund With National Philanthropic TrustHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
August 25, 2010
Apple's iPad Wins Favor With Advisors, Says FiServ-AdviceAmerica 'Tech Geek'Companies such as Fiserv, Pershing, Thomson Reuters, and Morningstar all offer advisors entry into the digital world of database management. The latest in popular gadgetry? Apple's iPad.
August 25, 2010
New Home Sales Plunge to Record Low; Durable Goods Up but AilingSales of new single-family houses in July fell 12.4% to 276,600, the slowest pace of sales on record since 1963. July durable goods orders rose slightly, but the increase came mainly from airplane orders.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
August 24, 2010
NAR Existing Home Sales Plummet to Record Low; Retail Also DownExisting-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24.