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
Getting It Right
By Staff WriterDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
November 06, 2003
A Trust To Help Clients Create A DynastyThe Ming Dynasty ruled China for 276 years. The dynastys demise in 1644 was due, in part, to the depletion of the imperial treasury.If the ...
November 06, 2003
The Beneficiary Controlled Trust Allows Many OptionsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
November 06, 2003
Designing The Trust To Maximize ResultsDesigning The Trust To Maximize ResultsOnce it has been decided that a Beneficiary Controlled Trust should be used, the design of the trust to achieve ...
November 04, 2003
Wilmington Trust Team To Pursue Ultra-Affluent ClientsNU Online News Service, Nov. 4, 2003, 4:55 p.m. EST -- The wealth advisory services unit at Wilmington Trust Corp., Wilmington, Del., has set ...
September 16, 2003
Tower Bank Gets Foundations DirectorNU Online News Service, Sept. 16, 2003, 2:53 p.m. EDT -- Tower Financial Corp., Fort Wayne, Ind., has hired Kim Stacy to be director ...
August 31, 2003
Estate Planning Can Be Challenging For Non-Traditional ClientsEstate Planning Can Be Challenging For Non-Traditional ClientsByLas Vegas When developing estate plans for clients, planners face a constantly changing and increasingly complex tax environment. ...
August 26, 2003
Survey: Women Business Owners Lag In Estate PlanningNU Online News Service, Aug. 26, 2003, 6:01 p.m. EDT -- Women who control established family-owned businesses may need more help with succession planning ...