beneficiaries Archives

Estate Tax Laws Are In Flux — Start Strategizing Now

Estate Tax Laws Are In Flux - AZ Business Magazine Sept/Oct 2010

Let’s begin with a reasonably well-founded observation: The official repeal this year of estate taxes has seriously flawed most testamentary plans and created mild chaos for estate practitioners. Traditionally, estate planning attorneys have employed “word formula” dispositions phrased in terms of tax concepts for their drafted wills and trusts. For example, for people with larger… Read More →

Changing Investment Management Firms Can Be Costly

Investing man

Patience, it turns out, can be indeed a virtue — especially for retirement plan sponsors. Sunil Wahal, professor of finance at the W. P. Carey School of Business at Arizona State University, and his co-authors compiled a database of hiring and firing decisions made by more than 3,700 plan sponsors between 1994 and 2003. The… Read More →