Once Safe Havens, Utility Funds Rethink Themselves
By Staff WriterDec. 23, 2002 -- Consider it official: these are not your father's utility funds. Once, utility funds were regarded as the safe havens of the mutual...
January 01, 2003
Web ResourcesIf you're trying to find information about various aspects of planning for the elderly, we have some good Web sites to start you off. Something...
January 01, 2003
What's A Gift?To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...
January 01, 2003
Linda's LessonsLinda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful. 1....
January 01, 2003
Divorce PlanningThe estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...
January 01, 2003
Getting LegalIf you want to pursue certification in any of the areas of elder issues facing your clients, there are a number of places to go...
January 01, 2003
Stop, ThiefIdentity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...
January 01, 2003
Drilling Down For IncomeHere's an alternative investment strategy that deserves your attention: direct investment in producing oil and gas properties. "It's a true means of diversification" for high-net-worth...