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
Rogaine for Estates: Avoid Heir Loss
By Staff WriterConsidering that the results of the recent elections have thrown the repeal of the estate tax into even further jeopardy, the need for proper estate...
November 20, 2006
Schwab to Sell U.S. Trust UnitCharles Schwab Corp. announced Nov. 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles. Schwab said it would record a pre-tax gain...
November 14, 2006
Fill the Estate Planning Gap by Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick-in at year-end 2009, many are already enjoying a brisk and growing business ...
November 14, 2006
Fill the Estate Planning Gap by Linking The BenefitsEven as industry players wait expectantly for the Pension Protection Act to kick-in at year-end 2009, many are already enjoying a brisk and growing business ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 18, 2006
Allstate Announces Changes At The TopA former chief financial officer will be taking over as the day-to-day leader of a giant insurer.The board of Allstate Corp., Northbrook, Ill., has chosen ...
September 13, 2006
Charitable Price Cut by T. Rowe PriceThe T. Rowe Price Program for Charitable Giving, a national donor-advised fund, has reduced its annual administration fee, effective September 1, 2006, by varying amounts on asset balances of $500,000 or more.