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 Updates Estate Planning Sales Kit
By Staff WriterNU Online News Service, Aug. 23, 2004, 3:12 p.m. EDTPrudential Financial Inc., Newark, N.J., has updated its advanced estate planning sales kit.[@@]The kit, published ...
July 01, 2004
Longer ArmsHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...
June 17, 2004
Fee-Based Estate PlanningFor Closely Held Business OwnersI want to share with you why I changed from being a commission-only life insurance agent to a fee-based wealth advisor. ...
May 20, 2004
WellChoice Elects Banker ChairmanNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...
March 24, 2004
President Designates National Benefits DayNU Online News Service, March 24, 2004, 10:23 a.m. EST -- The International Foundation of Employee Benefit Plans, Brookfield, Wis., will celebrate the 50th ...
March 22, 2004
Northern Trust Gets Lincoln Custody BusinessNU Online News Service, March 22, 2004, 11:45 a.m. EST -- Lincoln National Corp., Philadelphia, has picked Northern Trust Company, Chicago, to handle custody ...
February 19, 2004
Charitable Trusts SimplifiedThe basic structure and operation of charitable trusts is relatively simple. The donor creates an irrevocable trust and transfers cash or other property to it. ...