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
Allstate Announces Changes At The Top
By Staff WriterA former chief financial officer will be taking over as the day-to-day leader of a giant insurer.The board of Allstate Corp., Northbrook, Ill., has chosen ...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
Some Good News on PensionsAdvisors are hailing the recently passed pension reform legislation as a treasure trove of goodies that's long overdue. The whopping 900-page legislation, called the Pension...
August 24, 2006
Banks Losing TrustsA new report by Spectrem Group has found that bank trust departments need an overhaul, as personal trust accounts held at U.S. banks dropped 23% and assets held in these accounts slipped 10% in 2005.
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
August 01, 2006
Upscale marketingThe cr?me de la cr?me, the cream of the crop, the Holy Grail, the cat's whiskers: high-net-worth seniors. Whatever term you place on them, high-net-worth seniors are the clientele many advisors hope to attain but aren't sure if they can. Reaching
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...