State Taxes are Major Factor in Retiree Relocation Decisions

Apr 03, 2001

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item State Taxes are Major Factor in Retiree Relocation Decisions REDDING, Conn. -- As tax season...

Firm Still Sees Opprtunity in Stock Market

Apr 03, 2001

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Asset Managemement Firm Still Sees Opprtunity in Stock Market, Calls for Increase in Equity...

Morgan Stanley Name Change Official

Apr 03, 2001

Morgan Stanley Dean Witter officially became Morgan Stanley on Monday, shortening its name because the firm considered it “unwieldy.” The firm decided to change its name in January as part of a global branding initiative, pending a...

First Union Contemplates Independent Broker Channel Expansion

Apr 03, 2001

Fresh off the heels of its JW Genesis acquisition, First Union Corp. wants to expand its platform for independent brokers, says Don McMullen, vice chairman and head of the Capital Management Group at First Union Corp. Speaking at a Putnam Lovell...

DEATH TAX REPEAL OUT FOR NOW?

Apr 02, 2001

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item DEATH TAX REPEAL OUT FOR NOW? The Associated Press ARLINGTON, Va. -- President Bush's chief...

Most Don't Seek Advice Online

Apr 02, 2001

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Half of Americans Have Not Sought Advice for Financial Planning in Past Year; Survey by...

Coalition fights repeal

Apr 02, 2001

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Coalition Warns that Repeal 'Comes With a High Price' WASHINGTON, -- As a U.S. Senate Finance...

Dent Doesn’t Back Down, Still Predicts Dow to Hit 36,000

Mar 30, 2001

Despite current upheavals in the markets, author and demographer Harry Dent is standing by his contention that the Dow could hit 36,000 by 2007 or 2008. “This is short-term market turmoil,” Dent said Wednesday at the Raymond James 2001...

The Independent Life

Mar 29, 2001

The Sound of Silence Stan Kaplan enjoys tranquility and peace of mind since going independent in 1996. By Michael Hayes Stan Kaplan answers his own phone. He also opens his own mail, pays his own bills, fiddles with his computer when it crashes...

Educational Gamesmanship

Mar 28, 2001

For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...