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
Additional Issues to Consider
By Staff WriterOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
February 11, 2003
Hartford Agents To Get Estate Planning TrainingNU Online News Service, Feb. 11, 11:45 a.m. -- Account executives of the Hartford Financial Services Group, Simsbury, Conn., will receive training from the ...
February 09, 2003
Integrating Business And Estate PlanningMost advisors agree that since a business is typically a large portion of a business owners estate, the business plan and the estate plan must ...
February 02, 2003
Factor Charitable Gift Annuities Into Estate Planning For ClientsFactor Charitable Gift Annuities Into Estate Planning For Clients By Stuart L. DollarYour client Abigail feels like she has exhausted her alternatives. She is 70 ...
January 26, 2003
Survey: Estate Planning Lags At Some Family BusinessesSurvey: Estate Planning Lags At Some Family BusinessesByResults of a new survey suggest that many large family businesses will have trouble meeting their estate-planning goals.The ...
January 22, 2003
Survey: Some Family Firms Skimp On Estate PlanningNU Online News Service, Jan. 22, 12:41 p.m. -- Top executives at many family-owned businesses are doing a poor job of planning for the ...
January 19, 2003
Estate Planning Should Also Cover LTCByIndustry and media pundits who perpetuate the idea that LTC is only a "middle class" issue are still focused on the past and miss new ...
January 12, 2003
Keeping Pace With Todays SuperwomanByThe "superwoman" of today presents great challenges and opportunities for the financial services professional. The time-management balancing act of career, family and finances often equates ...