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
Living, and Dying, With Uncertainty
By Staff WriterEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
March 27, 2002
Survey: Americans Hate Talking About EstatesNU Online News Service, March 27, 3:14 p.m. -- Americans still have a hard time talking to children and other heirs about estate planning, ...
March 03, 2002
Intentionally Defective Trusts Are Effective In Transfering AssetsIntentionally Defective Trusts Are Effective In Transferring AssetsByA photograph "freezes" a moment in time, capturing a cherished family occasion, a dramatic sporting event, or a ...
March 03, 2002
After EGTRRA, Clients With Trusts Need RevisitingAfter EGTRRA, Clients With Trusts Need RevisitingByPlanners and advisors are using the tax bill passed last year as their calling card to revisit clients with ...
March 03, 2002
Flexibility Remains The Key To Effective Estate PlanningFlexibility Remains The Key To Effective Estate PlanningOn June 7, 2001, the Economic Growth and Tax Relief Reconciliation Act of 2001 was enacted which, through ...
January 10, 2002
Phoenix Converts Trust Company To National CharterNU Online News Service, Jan. 10, 12:39 p.m. -- The Phoenix Companies Inc., Hartford, is expanding the reach of its trust company operation and ...
December 21, 2001
Ameritas Markets Trust ServicesNU Online News Service, Dec. 21, 11:48 a.m. -- The Ameritas Acacia Companies, Lincoln, Neb., is now marketing trust services from Capital Capital Trust ...
November 25, 2001
Clients Benefit When Spit Dollar Is Married To A Family Limited PartnershipsClients Benefit When Split Dollar Is Married To A Family Limited PartnershipsByIts no longer a mysteryaffluent Americans are beginning to realize that the estate tax ...