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
The Web Vs. The Real World: Who Do You Trust?
By Ara C. TremblyThere are some questions in life that just shouldn't be asked, and if someone does ask them, should be ignored or answered with great trepidation--at ...
August 24, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
August 10, 2005
Looking Beyond Repeal (Or Reform)Note: Go week: L33limra_GSVI_wh Go photo: TBA Go graphic: pull quote File: L33limra_GSVI_wh.xml Lines: 161San FranciscoWhether or not permanent repeal of the estate tax ...
July 20, 2005
Polling Firm Unveils Prospect Screening ToolYankelovich Inc. has introduced a scoring tool that can help insurers identify good prospects in its database of consumers names.[@@]Yankelovich, Chapel Hill, N.C., says ...
July 01, 2005
At Your ServiceIf Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...
June 30, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 29, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 15, 2005
Actuaries Concerned About Medicare TrendsNU Online News Service, June 15, 2005 3:15 p.m. EDT -While Medicare's financial condition shows no deterioration in 2005, current trends do require immediate ...