Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Tower Bank Gets Foundations Director
By Staff WriterNU Online News Service, Sept. 16, 2003, 2:53 p.m. EDT -- Tower Financial Corp., Fort Wayne, Ind., has hired Kim Stacy to be director ...
July 01, 2003
By James J. GreenThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
May 25, 2003
Trust Services: Not Just For TycoonsBy Catherine M. KrokusThe idea of trusts conjures up images of dusty ledgers filled with obscure figures. John D. Rockefeller had trusts; Bill Gates has ...
May 25, 2003
Trust, Securities, Insurance Pros Must Learn To Work 'Cheek By Jowl'Trust, Securities, Insurance Pros Must Learn To Work Cheek by By Heywood SloaneUnderstanding the complexity of securities, insurance and trust professionals working together requires taking ...
May 23, 2003
Clark Consulting Raises $15 MillionNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...
May 18, 2003
What Is A Credit Shelter Trust?All U.S. taxpayers have the benefit of an exemption equivalent, which is often still referred to as the unified tax credit. This allows individuals ...
May 04, 2003
Additional Issues to ConsiderOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
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...