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
Survey: Some Family Firms Skimp On Estate Planning
By Staff WriterNU Online News Service, Jan. 22, 12:41 p.m. -- Top executives at many family-owned businesses are doing a poor job of planning for the ...
January 01, 2003
Divorce PlanningThe estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...
December 29, 2002
Estate Planning Is Undergoing A Radical ReformationEstate Planning Is Undergoing A Radical ReformationBy John J. ScrogginEstate planning is in the midst of a radical reformation and a number of factors are ...
December 01, 2002
Seven 'Unconventional' Estate Planning StrategiesSeven Unconventional Estate Planning StrategiesToday, most people prefer to place a bankcard in an automatic teller machine instead of speaking with a bank teller to ...
December 01, 2002
Part 2: Following FormIRA beneficiary designations are a confusing topic to many clients and even to some advisors, but mastering the details of IRA beneficiary rules can strengthen...
December 01, 2002
The New Meaning of TrustThe notion of trust is occupying people's minds these days. Open newspapers, turn on a cable news show, or attend an industry event and you'll...
October 01, 2002
For More InformationBooks Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, by Neale Godfrey (Fran Harris Fireside, 1994) The Family Incentive Trust, by John...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...