IFAwebnews » estate planning

Even without federal tax issues, smaller estate solutions available

Gregory E. Schwabe — Tue, 17 Jan 2012 02:07:18 +0000

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.

Even without federal tax issues, smaller estate solutions available via IFAwebnews.

Baltimore SFSP, NAIFA chapters set estate, exit strategy CE session for Jan. 20

IFAwebnews Staff — Sat, 15 Jan 2011 16:21:39 +0000

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.

Baltimore SFSP, NAIFA chapters set estate, exit strategy CE session for Jan. 20 via IFAwebnews.

SEC halts alleged Ponzi scheme targeting Ill., Calif. retirees

Keith L. Martin — Thu, 11 Mar 2010 12:15:28 +0000

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.

SEC halts alleged Ponzi scheme targeting Ill., Calif. retirees via IFAwebnews.

Philadelphia insurance agency bought by New Jersey firm

Bob Graham — Wed, 27 Jan 2010 17:00:26 +0000

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

Philadelphia insurance agency bought by New Jersey firm via IFAwebnews.

Marsh’s insurance agency expands U.S. footprint with latest acquisition

Keith L. Martin — Tue, 22 Dec 2009 14:28:26 +0000

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.

Marsh’s insurance agency expands U.S. footprint with latest acquisition via IFAwebnews.

HNW clients say asset allocation, longevity advice by agents lacking

Bob Graham — Mon, 26 Oct 2009 13:00:17 +0000

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.

HNW clients say asset allocation, longevity advice by agents lacking via IFAwebnews.

Estate planning company, owner settle customer complaints case

IFAwebnews Staff — Thu, 10 Sep 2009 10:55:58 +0000

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.

Estate planning company, owner settle customer complaints case via IFAwebnews.

‘Biggest changes we’ve seen’ coming to trust and estate planning

IFAwebnews Staff — Mon, 07 Sep 2009 11:00:08 +0000

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.

‘Biggest changes we’ve seen’ coming to trust and estate planning via IFAwebnews.

Guardian adds estate planning to Living Balance Sheet

IFAwebnews Staff — Thu, 30 Jul 2009 11:15:52 +0000

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 →

Guardian adds estate planning to Living Balance Sheet via IFAwebnews.

New wealth transfer, advanced calculators available

IFAwebnews Staff — Wed, 13 May 2009 05:52:29 +0000

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 →

New wealth transfer, advanced calculators available via IFAwebnews.