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
Charitable Lead Trusts:
By Cynthia CrinoNote: Go week: L47JHancock_Crino_Edited Go photo: L47JHancock_photo Go graphic: L47JHancock_graphic, pull quote File: L47JHancock_Crino_Edited.xml Lines: 143Today's life insurance planning environment provides sophisticated techniques to ...
October 27, 2005
Single Asset Estate PlanningAsset TransferAnnualLife Insurance Policy PaymentsUnder-performing assetSingle Premium Immediate Annuity Death Benefit Children or GrandchildrenIncome Stream TransferFor Owner's life For spouse's lifeOwner's IRA Spouse's IRA ...
October 27, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 21, 2005
What Advisors Need To Know About Special-Needs KidsWhen a client has a disabled or mentally challenged child, financial advisors need to take care when planning the child's future, a MetLife executive ...
October 20, 2005
Ouch! Tabulating The Cost Of Ta BlundersDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...
October 19, 2005
Nuances Of Estate PlanningBy Jack BoboEstate planning, sometimes called financial planning, can be divided into two broad categories--estate creation and estate conservation. The logic of life insurance ...
October 19, 2005
Ouch! Tabulating The Cost Of Ta BlundersDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...
October 01, 2005
Financials Come in All FlavorsFinancial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed...