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
Techniques for Cutting Off
By Warren S. HerschWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
July 30, 2006
Brokers Play A Pivotal Role In Trust PlanningSeveral years ago, my husband was deployed with his National Guard Reserve unit to Kosovo for a year and a half, leaving me to oversee ...
July 13, 2006
Acordia Acquires Indiana FirmA large broker is scooping up a Midwestern financial services firm.Acordia Inc., Chicago, a unit of Wells Fargo & Company, San Francisco, has acquired the ...
July 01, 2006
Flexibility in estate planningIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
July 01, 2006
Transfer Time, Part 2This second installment continues to review the strategies that are used by planners to assist their clients in conserving the wealth they have accumulated in...
June 30, 2006
Flexibility in estate planningIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
June 27, 2006
Trading Currency on the NYSERydex launches exchange traded products tracking currency movements
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...