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
NRP Scoops Up Ohio Broker-Dealer
By Staff WriterNational Retirement Partners Inc. is in the process of acquiring Oberlin Financial Corp.NRP, Capistrano Beach, Calif., is a company that is trying to build a ...
February 01, 2007
Prenups and ProtectionWhat type of "investment" can grow almost 120 times in just four years? Surprisingly, it is not the type of financial planning tool you want...
January 14, 2007
Bring Up Identity Theft With Boomers Doing Estate PlanningBaby boomers know they need to protect their identity. So they shred documents, hide passwords and guard Social Security numbers.But what many don't know, and ...
January 01, 2007
Schwab To Sell U.S. Trust UnitCharles Schwab Corp. announced November 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a...
January 01, 2007
The Trust ThreatRon Wiser is not a typical financial advisor. For one thing, his Kalamazoo, Michigan firm has more than $800 million under management. But more interesting,...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...
December 01, 2006
Canadian Cold Front Hits Unit TrustsThe surprise proclamation by the Canadian government that the income trust sector will lose its preferential tax status by 2011 sent shockwaves through the country's...