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
Some Good News on Pensions
By Melanie WaddellAdvisors are hailing the recently passed pension reform legislation as a treasure trove of goodies that's long overdue. The whopping 900-page legislation, called the Pension...
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
August 01, 2006
Upscale marketingThe cr?me de la cr?me, the cream of the crop, the Holy Grail, the cat's whiskers: high-net-worth seniors. Whatever term you place on them, high-net-worth seniors are the clientele many advisors hope to attain but aren't sure if they can. Reaching
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...
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...