"It seems that the sexiest webcast topic we've ever hit upon at InvestmentNews is estate taxes," writes Evan Cooper. The webcast drew a record number of viewers.
Useful takeaway from panelist Sanford Schlesinger: Beneficiary review (IRAs, insurance, etc.) may be more important than will review.
skip to main |
skip to sidebar
Posts
Posts
Click the cover for more info.
Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Copyright 2005-2022 M.A. Co. Powered by Blogger.
Subscribe To
Posts
Posts
Now available: Our monthly Trust & Investment Newsletter
Click the cover for more info.
For direct inquiries:
Labels
- Investing (196)
- estate tax (148)
- income tax (114)
- estate planning (108)
- wills (104)
- trust ads (94)
- investment management (68)
- nest eggs (58)
- art (55)
- hedge funds (45)
- Madoff (43)
- trusts (41)
- Astor (39)
- wealth (39)
- retirement (37)
- stock market (37)
- brokers (31)
- inheritance (27)
- endowments (26)
- fiduciaries (22)
- Ponzi (21)
- executors (20)
- millionaires (19)
- philanthropy (19)
- gift tax (18)
- Apple (17)
- Wall Street (16)
- collectibles (16)
- alternative investments (15)
- dynasty trusts (15)
- estates (15)
- Helmsley (14)
- living trusts (14)
- brokerage (13)
- Bayou (12)
- investment performance (11)
Search Trust and Wealth Management Marketing
Blog Archive
-
▼
2009
(415)
-
▼
October
(35)
- Different Regulators for Different RIAs?
- Trusts from The Times
- “In Terrorem” in the Times
- Get Rich Dead?
- Wanted: Performance!
- Wanted: Will Appointments
- More on H.R. 3905
- Three e's for the Ways and Means Committee
- Could Suspending the Estate Tax Soak the Rich?
- Ten Trillion Here, Ten Trillion There . . .
- The Ultimate Halloween Costume?
- From "Scoop of the 20th Century" to Abused Elder
- Fun facts on the first-time homebuyer's tax credit
- How Uncle Sam Rewards Savers
- Life Spans and Estate Plans
- Are Roth IRA conversions a tough sell?
- Planning for the Fringes
- What should a 401(k) restatement cost?
- Anne Melican Loses
- Who’s Your Digital Executor?
- Estate Planning in the Nifty Fifties
- How to Choose a Fiduciary
- Another Unintended Consequence
- Unintended consequences
- Wall Street Smarts
- Can Madoff's victims sue the SEC?
- Roth IRA conversions
- Delaware Trusts
- Brooke Astor's Son Guilty
- Do marginal tax rates matter?
- Will Banks Miss Their Brokers?
- Citigroup Brokers: A Vanishing Breed
- Water Lures the Wealthy
- Wealth Transfer Opportunities
- You'll Never Guess What's Sexy
-
▼
October
(35)
Senior GO TO Guide • BLOG
Popular Posts
-
Cyber Monday! You just bought a huge, name brand LED TV for $999! Would you have paid $1,130? Would you have been happier to pay $1,130 if...
-
Fifty years ago Norman Dacey, a Connecticut financial planner, shook the estate planning world by publishing How to Avoid Probate . Livin... -
Baylor scores high for endowment returns, according to the Wall Street Journal . But why are these multibillion dollar funds tax free, and m...
-
Researchers at Berkeley find that the rich don't like eye contact. Why so snooty? Robert Frank in The Wealth Report offers a plausible ...
-
Walked into Barnes and Noble and bought a book. Can't get more retro than that. The volume is Phishing for Phools , authored by two...
No comments:
Post a Comment