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
Longer Arms
By James J. GreenHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...
May 20, 2004
WellChoice Elects Banker ChairmanNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...
March 24, 2004
President Designates National Benefits DayNU Online News Service, March 24, 2004, 10:23 a.m. EST -- The International Foundation of Employee Benefit Plans, Brookfield, Wis., will celebrate the 50th ...
March 22, 2004
Northern Trust Gets Lincoln Custody BusinessNU Online News Service, March 22, 2004, 11:45 a.m. EST -- Lincoln National Corp., Philadelphia, has picked Northern Trust Company, Chicago, to handle custody ...
February 19, 2004
Charitable Trusts SimplifiedThe basic structure and operation of charitable trusts is relatively simple. The donor creates an irrevocable trust and transfers cash or other property to it. ...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
December 04, 2003
Finding Rollover Prospects: Some TipsMake connections early.Use of advisors increases with size of payout. But if departing employees do not alreadyhave an advisor, they will go to someone they knowthe benefits ...
December 01, 2003
Becoming TrustworthyTrust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...