Charles Monat Associates: March 2006






PREVIOUS POSTS 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 ARCHIVES April 2005 July 2005 August 2005 September 2005 October 2005 November 2005 December 2005 January 2006 February 2006 March 2006 April 2006 May 2006 June 2006 July 2006 October 2006 November 2006 August 2007 September 2007 October 2007 November 2007
	Tuesday, March 28, 2006 Asian insurance industry embraces globalization Although there is a big variation across the region, there are two trends common to most of the larger insurance markets in Asia: Deregulation mainly in distribution channels and competition from foreign firms. In this sense Korea is representative of the trends seen in the rest of Asia. Read more... posted by Charles Monat Associates at 9:47 AM \| 0 comments With Estate Planning, Plan for Worst For parents with children who are minors, it's important to prepare for worst-case scenarios when creating an estate plan. Some might say the thought of both parents dying or becoming incapacitated while their children are still young seems farfetched. But the recent death of Dana Reeve, not long after the death of her husband actor Christopher Reeve, leaving a 13-year-old son, highlighted the fact that these things can happen. Read more... posted by Charles Monat Associates at 9:45 AM \| 0 comments The Role of Gift Annuities in a Planned Giving Program Planned giving programs at colleges and universities, as well as at other charitable institutions, often provide a number of giving vehicles to their alumni and other donors. Gifts are generally categorized by their timing, either present gifts or deferred gifts. Deferred gifts are becoming more popular as individuals live longer and want to make sure they don’t outlive their assets. Read more... posted by Charles Monat Associates at 9:20 AM \| 0 comments Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them In this article, academic researchers discuss the advantages of placing equities in taxable accounts and taxable bonds in tax-deferred accounts in order to maximize the tax efficiency of one’s overall portfolio. Read more... posted by Charles Monat Associates at 9:19 AM \| 0 comments Thursday, March 23, 2006 Court nixes insurance swap plan Increasing interest in Life Settlements in Japan has resulted in the Tokyo High Court issuing a ruling that a cancer patient can not sell his life insurance to cover his medical expenses. Read more... posted by Charles Monat Associates at 12:16 PM \| 0 comments Wednesday, March 22, 2006 Not the cheapest cover around... To prove cover is available for most situations, Iraq Insurance Company (IIC) is offering terrorism cover. Read more... posted by Charles Monat Associates at 8:59 AM \| 0 comments Friday, March 17, 2006 Unlike Death and Taxes, Pensions Are No Longer Guaranteed IBM. Verizon. Sears. Hewlett-Packard. Motorola. The list of corporations that have put a halt to guaranteed pension plans comes as a jolt to Baby Boom employees entering what they thought would be their peak pension-building years. Read more... posted by Charles Monat Associates at 5:07 PM \| 0 comments Protecting the Value of Real Estate-Rich Portfolios Perhaps more so now than in the recent past, the fate of the U.S. real estate market hinges on the behavior of interest rates. Meanwhile, the trend toward legally enforceable titles has only just begun in many emerging markets, making them an unsure bet for investors. Given these variables -- which are difficult to predict and represent significant risk -- many real estate entrepreneurs are looking for ways to protect their portfolios. Read more... posted by Charles Monat Associates at 9:47 AM \| 0 comments Thursday, March 09, 2006 Tax Shelters: Exotic or Just Plain Illegal? They were unusual tax shelters that went by incomprehensible names like BLIPS, OPIS, BOSS and FLIP -- and they boomeranged on the companies that sold them. In February, German bank HVB Group agreed to pay $29.6 million in fines to avoid indictment for defrauding the Internal Revenue Service with abusive tax shelters that gave rich clients phony losses to reduce taxes. Read more... posted by Charles Monat Associates at 2:24 PM \| 0 comments Tuesday, March 07, 2006 ‘Carefree’ or ‘living carelessly’ Nobody likes to be caught off guard especially when things are going well for us and life seems to be smoothly sailing. Tragedies would not be too tragic if we were prepared for the worst. Read more... posted by Charles Monat Associates at 9:13 AM \| 0 comments Saturday, March 04, 2006 Integration of Financial Markets Is Bright Spot for Sluggish Europe Don't discount Europe. Its inflexible labor market may be weighing on the economy, but greater financial integration across the euro area is continuing at a steady pace, setting the foundation for economic growth. Read more... posted by Charles Monat Associates at 10:35 AM \| 0 comments
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