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
Hidden Assets
By Staff WriterJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
August 24, 2006
Banks Losing TrustsA new report by Spectrem Group has found that bank trust departments need an overhaul, as personal trust accounts held at U.S. banks dropped 23% and assets held in these accounts slipped 10% in 2005.
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
August 01, 2006
Upscale marketingThe cr?me de la cr?me, the cream of the crop, the Holy Grail, the cat's whiskers: high-net-worth seniors. Whatever term you place on them, high-net-worth seniors are the clientele many advisors hope to attain but aren't sure if they can. Reaching
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...
July 30, 2006
Brokers Play A Pivotal Role In Trust PlanningSeveral years ago, my husband was deployed with his National Guard Reserve unit to Kosovo for a year and a half, leaving me to oversee ...
July 13, 2006
Acordia Acquires Indiana FirmA large broker is scooping up a Midwestern financial services firm.Acordia Inc., Chicago, a unit of Wells Fargo & Company, San Francisco, has acquired the ...