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
10 ways to screw your clients' estate plans
By staff WriterEstate planning can be a difficult subject, even without the philosophical considerations. According to wealth management specialist Jim McCarthy, in a rush to utilize sophisticated techniques, it's easy to overlook some simple moves. He warns
July 01, 2009
BilocationWe are quickly becoming a single, global community thanks to the 24-hour international media, the spread of the Internet, the immediacy of shared environmental challenges,...
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."