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
Clark Consulting Raises $15 Million
By Staff WriterNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...
May 04, 2003
Additional Issues to ConsiderOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....
March 19, 2003
Study: Financial Advisors Gain In Trust ServicesNU Online News Service, March 19, 2003, 10:52 a.m. EST -- Financial advisors are now helping many clients establish trusts, but only about 10% ...
February 11, 2003
Hartford Agents To Get Estate Planning TrainingNU Online News Service, Feb. 11, 11:45 a.m. -- Account executives of the Hartford Financial Services Group, Simsbury, Conn., will receive training from the ...
February 09, 2003
Integrating Business And Estate PlanningMost advisors agree that since a business is typically a large portion of a business owners estate, the business plan and the estate plan must ...
February 02, 2003
Factor Charitable Gift Annuities Into Estate Planning For ClientsFactor Charitable Gift Annuities Into Estate Planning For Clients By Stuart L. DollarYour client Abigail feels like she has exhausted her alternatives. She is 70 ...
January 26, 2003
Survey: Estate Planning Lags At Some Family BusinessesSurvey: Estate Planning Lags At Some Family BusinessesByResults of a new survey suggest that many large family businesses will have trouble meeting their estate-planning goals.The ...