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
In Independents We Trust
By Staff WriterIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
May 08, 2002
Hancock Develops Analytical SoftwareNU Online News Service, May 8, 4:53 p.m. -- John Hancock Financial Services Inc., Boston, has developed the Comprehensive Estate Tax and Income Analysis ...
April 28, 2002
Annuity Owners Need Estate PlanningWe have all read numerous articles and attended many seminars on estate planning changes resulting from the "phase-out" of the federal estate tax.But confusion remains ...
March 27, 2002
Survey: Americans Hate Talking About EstatesNU Online News Service, March 27, 3:14 p.m. -- Americans still have a hard time talking to children and other heirs about estate planning, ...
March 03, 2002
Intentionally Defective Trusts Are Effective In Transfering AssetsIntentionally Defective Trusts Are Effective In Transferring AssetsByA photograph "freezes" a moment in time, capturing a cherished family occasion, a dramatic sporting event, or a ...
March 03, 2002
After EGTRRA, Clients With Trusts Need RevisitingAfter EGTRRA, Clients With Trusts Need RevisitingByPlanners and advisors are using the tax bill passed last year as their calling card to revisit clients with ...
March 03, 2002
Flexibility Remains The Key To Effective Estate PlanningFlexibility Remains The Key To Effective Estate PlanningOn June 7, 2001, the Economic Growth and Tax Relief Reconciliation Act of 2001 was enacted which, through ...
January 10, 2002
Phoenix Converts Trust Company To National CharterNU Online News Service, Jan. 10, 12:39 p.m. -- The Phoenix Companies Inc., Hartford, is expanding the reach of its trust company operation and ...