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
September 16, 2001
Nine Ways To Make Your Clients Love YouBySalt Lake City "Theres only one thing that motivates a client to do business with you--fear," said Katherine Vessenes of Vestment Consulting, Shorewood, Minn., in ...
September 09, 2001
NUCO Releases CD-ROM Of Estate Planning CourseNUCO Releases CD-ROM Of Estate Planning CourseThe National Underwriter Company has added Estate Planning to its e-Learning Courseware catalog. Driven by narration, animation and intuitive ...
September 09, 2001
High-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealHigh-Net-Worth Clients Maintain Status Quo Despite Estate Tax RepealByInstead of allaying peoples concerns over estate taxes, the recent debate over and approval of a 10-year ...
September 02, 2001
Summer Vacation SeasonNo Better Time To Review The Benefits Of QPRTsByLike many of you, summer is my favorite time of the year. In my adopted home of New England, nothing is more glorious than a ...
September 02, 2001
New Estate Tax Schedule Provides Limited Relief To ManyNew Estate Tax Schedule Provides Limited Relief To ManyByOn the surface, it appears that many people will be protected from estate taxes in the coming ...
August 23, 2001
National Underwriter Unit Publishes Estate Planning CD-ROM CourseNU Online News Service, Aug. 23, 2:35 p.m. -- The National Underwriter Company, Erlanger, Ky., the company that publishes this Web site, has just ...
August 02, 2001
Phoenix Survey Results Suggest Tax Law May Have Little Effect On Estate PlanningNU Online News Service, Aug. 2, 4:08 p.m. -- The Phoenix Companies Inc., Hartford, has published early results of a survey suggesting the new ...
June 10, 2001
Editorial: Congress Should Be Ashamed Of This Dishonest 'Repeal'Congress Should Be Ashamed Of This Dishonest 'Repeal' Of all the legislation National Underwriter has covered over the years, we would be hard pressed ...
June 10, 2001
Not Talking To Estate Planning Clients About Business Insurance? Why Not?ByDo you remember the first business advice that you received? For me, I can remember my father telling me, "You cant get rich working for ...
June 08, 2001
Lehman Predicts EGTRA Will Cut Estate Planning Insurance Revenue By One-ThirdNU Online News Service, June 8, 11:15 a.m. -- Lehman Brothers Inc., has published a research report suggesting that the new federal tax law ...