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
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 ...