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
Pru Publishes Estate Planning Toolkit
By Staff WriterPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
February 01, 2006
THE GLUCK REPORT, Part II:On Being a LeaderHave you ever seen your one of your managers--a grown man--cry after your staff tells him he is a leader and urges him to stop...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...