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
Connect2A Updates Estate Planning Web System
By Staff WriterNU Online News Service, Jan. 6, 2005, 4:53 p.m. ESTAn Indianapolis company has added new features to a set of Internet-based tools that advisors ...
November 22, 2004
Gold ETF Launched on NYSENov. 18, 2004 -- streetTRACKS Gold Trust said it has priced its initial public offering of 2,300,000 shares of a new gold-based exchange traded fund...
October 06, 2004
Adjusting For Tax Changes Is The Key To A Winning Estate Planning StrategyAdjusting For Tax Changes Is The Key To A Winning Estate Planning Strategy Estate owners need offensive, defensive and often preemptive strategiesBy John S. BudihasNBA ...
September 13, 2004
Fiserv To Combine 4 Trust CompaniesNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...
September 02, 2004
Use Generation-Skipping Flexibility With CareThe IRS has issued proposed regulations [Prop. Treas. Reg. ?26.2632-1] that seem to add a little flexibility to making allocations of generation-skipping transfer (GST) tax ...
August 23, 2004
Pru Updates Estate Planning Sales KitNU Online News Service, Aug. 23, 2004, 3:12 p.m. EDTPrudential Financial Inc., Newark, N.J., has updated its advanced estate planning sales kit.[@@]The kit, published ...
August 01, 2004
Who's best? it all dependsAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...