Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
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 ...