With the federal estate tax exclusion at $5 million through 2012, a vast number of estates will not incur any federal tax. Even if the exclusion drops back to the $1 million dollar limit in 2013, the majority of estates will have little or no federal estate tax liability.

The Baltimore chapters of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors will host a continuing education event Jan. 20 at 8 a.m. at the Conference Center at Sheppard Pratt in Towson, Md.

The U.S. Securities and Exchange Commission received an emergency court order to shut down an alleged Ponzi scheme targeting retirees in California and Illinois it says took in $20 million with only $900,000 currently in the possession of the alleged perpetrators.

Goebel Insurance Agency, a Philadelphia-based company, is being acquired by a New Jersey-based financial services firm.

Following the acquisition of one of the Southwest’s largest independent agencies, Marsh & McLennan is expanding its national presence with one of the Northeast’s biggest firms.

High net-worth clients aren’t getting the attention they deserve or the information about products and services available to them – at least in their minds.

An estate-planning company in Indiana and its owner, accused of failing to provide estate plans customers paid for, agreed to pay a $9,000 settlement.

Financial service professionals providing trust and estate planning are bracing for changes in federal laws that could significantly affect the retirement plans they provide clients.

Guardian Life Insurance Co. of America has added professional estate planning analysis on its Living Balance Sheet financial services tool.

The Estate Planning Module provides a full suite of tools enabling …  Read →

The U.S. division of Sun Life Financial Inc. launched its enhanced Wealth Transfer Program and advanced markets calculators to assist producers in using life insurance for estate planning.

The company said …  Read →