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 Beneficiary Controlled Trust Allows Many Options
By Dan Munroe, Steve OshinsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
September 16, 2003
Tower Bank Gets Foundations DirectorNU Online News Service, Sept. 16, 2003, 2:53 p.m. EDT -- Tower Financial Corp., Fort Wayne, Ind., has hired Kim Stacy to be director ...
August 31, 2003
Estate Planning Can Be Challenging For Non-Traditional ClientsEstate Planning Can Be Challenging For Non-Traditional ClientsByLas Vegas When developing estate plans for clients, planners face a constantly changing and increasingly complex tax environment. ...
August 26, 2003
Survey: Women Business Owners Lag In Estate PlanningNU Online News Service, Aug. 26, 2003, 6:01 p.m. EDT -- Women who control established family-owned businesses may need more help with succession planning ...
August 24, 2003
A Time For Wait-and-See Estate Planning TechniquesA Time For Wait-and-See Estate Planning TechniquesEstate tax reform continues to sustain momentum--insurance producers, estate planners and clients continue to ask how to set up ...
August 03, 2003
Flexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesFlexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesHeraclitus, the Greek philosopher, said more than 2,500 years ago that the only ...
July 23, 2003
Guarantee Trust Adds 30-Year Term Home Alliance PlanNU Online News Service, July 23, 2003, 1:19 p.m. EDT -- Guarantee Trust Life Insurance Company, Glenview, Ill., has introduced a 30-year term life ...
July 01, 2003
By James J. GreenThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...