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The business of families
Use a will or a trust in estate planning?
Therapists Tackle Emotional Burden of Being Rich
A Defective But Useful Trust
Buffett Backs Estate Tax
The Role of Advisors in Charitable Planning and De...
Lloyd Blankfein and Ken Moelis on Wall Street Risk...
Hong Kong’s millionaires stay ahead of those in Si...
Norway's oil fund to grow to $600 bln
Now flush, Norway turns tables on Sweden


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Monday, November 28, 2005

More Than Riots and Taxes

Old Europe's not cold Europe. Stocks are hot. Here's how to find remaining bargains. Read more...

posted by Charles Monat Associates at 9:02 AM | 0 comments


Friday, November 11, 2005

Life insurance claims under trust come faster

Recent figures have shown that life insurance claims written under trust tend to be paid off significantly sooner than those without a trust. Read more...

posted by Charles Monat Associates at 8:49 AM | 0 comments


Brits set to waste £1.6bn on inheritance tax

UK adults are set to waste £1.6 billion this year alone through poor inheritance tax planning. Read more...

posted by Charles Monat Associates at 8:48 AM | 0 comments


8 business succession-planning mistakes to avoid

Want “Junior” to take over the family business? Avoid these 8 common mistakes: Read more...

posted by Charles Monat Associates at 8:47 AM | 0 comments


Tuesday, November 08, 2005

China's insurance explosion

A rising standard of living invariably brings with it an insurance industry, as people try to protect what they have. With more than 3 million workers in the sector, China now has an exciting, fast-growing insurance industry. Read more...

posted by Charles Monat Associates at 9:08 AM | 0 comments


Friday, November 04, 2005

From Wall Street to Beijing: Global Finance Has New Rules, New Players

The rising power of hedge funds and private equity investment, continued sharp competition among Wall Street firms, and growth in China and India are the key drivers of global finance today, according to industry leaders at a recent Wharton Finance Conference whose theme was From Wall Street to Beijing: Thriving in a Changing Environment. Read more...

posted by Charles Monat Associates at 9:49 AM | 0 comments


New Fed Head Bernanke: Inflation Is Key

Ben S. Bernanke is a superb choice to replace Alan Greenspan as chairman of the Federal Reserve, but he will have to demonstrate to financial markets that he is as much an anti-inflation hawk as his highly regarded predecessor, according to faculty members in Wharton’s finance department and private-sector economists. Read more...

posted by Charles Monat Associates at 9:41 AM | 0 comments


Wednesday, November 02, 2005

Financial plan should include future generations

An important idea gets lost easily amid all the talk about the future of the estate tax. Intergenerational financial planning is about more than taxes. Read more...

posted by Charles Monat Associates at 9:00 AM | 0 comments


Proper planning essential to choosing life insurance policy

Making a financial plan means different things to different people, but every plan should include some protection for your family in the event that something happens to you. Read more...

posted by Charles Monat Associates at 8:58 AM | 0 comments


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