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
Flexibility in estate planning
By Douglas R. PeeteIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
June 27, 2006
Trading Currency on the NYSERydex launches exchange traded products tracking currency movements
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...
June 17, 2006
Pru Finds Few Women Act On Good Financial IntentionsFinancial services companies should do more to get women to prepare for the future.Speakers delivered that message here earlier this week at a seminar organized ...
June 17, 2006
Pru Finds Few Women Act On Good Financial IntentionsFinancial services companies should do more to get women to prepare for the future.Speakers delivered that message here earlier this week at a seminar organized ...
June 01, 2006
Leveraging MarriageGavin Morrissey, advanced planning consultant to Commonwealth Financial in San Diego, notes that one excellent use for life insurance in estate planning is within a...
June 01, 2006
Transfer Time, Part 1One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Such clients...