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
Special People
By Staff WriterIn recent years, as more developmentally disabled individuals have been deinstitutionalized and become active residents in local communities, estate planning for parents of these individuals...
January 06, 2005
Connect2A Updates Estate Planning Web SystemNU Online News Service, Jan. 6, 2005, 4:53 p.m. ESTAn Indianapolis company has added new features to a set of Internet-based tools that advisors ...
December 29, 2004
Estate Defective Trusts Offer A Wealth Of Planning OpportunitiesEstate Defective Trusts Offer A Wealth Of Planning OpportunitiesFor decades, estate planning largely has been about the avoidance of a confiscatory federal transfer tax.However, the ...
December 13, 2004
Teach Us About Estate PlanningNovember IA reader poll finds estate planning topping the list of educational subjects
November 22, 2004
Gold ETF Launched on NYSENov. 18, 2004 -- streetTRACKS Gold Trust said it has priced its initial public offering of 2,300,000 shares of a new gold-based exchange traded fund...
October 06, 2004
Adjusting For Tax Changes Is The Key To A Winning Estate Planning StrategyAdjusting For Tax Changes Is The Key To A Winning Estate Planning Strategy Estate owners need offensive, defensive and often preemptive strategiesBy John S. BudihasNBA ...
September 13, 2004
Fiserv To Combine 4 Trust CompaniesNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...
September 02, 2004
Use Generation-Skipping Flexibility With CareThe IRS has issued proposed regulations [Prop. Treas. Reg. ?26.2632-1] that seem to add a little flexibility to making allocations of generation-skipping transfer (GST) tax ...