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
Two MacroShares Trusts Begin Trading, Both Use Leverage to Track U.S. Housing Markets
By Staff WriterThe new trusts are the first exchange-traded products (ETPs) that aim to give investors leveraged exposure to residential real estate in key cities within the U.S. housing market.
June 25, 2009
Estate planning, savings drive life-annuity comebackThere's hope yet for the life-annuity industry. Although insurers are still struggling with the fallout from the economic crisis, a report from Conning Research and...
June 24, 2009
TIPS are Riskier than You ThinkInterest in Treasury Inflation Protected Securities (TIPS) is surging as investors seek protection against both inflation and deflation.
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 10, 2009
Investment Advisor Charged in $6 Million TheftThe SEC and the U.S. Attorney's Office for the Southern District of NY, have charged the co-Founder and Principal of AFW Wealth Advisors, Matthew D. Weitzman, with stealing "more than $6 million in investor funds for his own personal use."
June 04, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.