CEOs Fail Personal Finance Based upon Wilmington Trust Company and Chief Executive's personal finance survey, indications are that Corporate America's lead executives are better at maximizing their companies' profits than their personal and family...

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Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item SEI Teams With SmartMoney On Enhansed Retirement Planning Site OAKS, Pa. -- SEI Investments...

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item No one likes to think about dying, but... drafting a "Letter of Instructions" for your family...

Survey On Estate Planning After Death Tax Repeal Respondents Cite Control Over Directing Wealth to Chosen Benefactors as Top Reason to Plan HOUSTON--(BUSINESS WIRE)-- A new study suggests that the recent debate surrounding changes to the estate...

Survey On Estate Planning After Death Tax Repeal Click here for Adobe Acrobat PDF version of full survey highlights. Respondents Cite Control Over Directing Wealth to Chosen Benefactors as Top Reason to Plan HOUSTON--(BUSINESS WIRE)-- A new study...

Few Businesses Have Financial Plans: Study WILTON, Conn.-- Based on a national sample of nearly 1,600 owners of businesses with fewer than 100 employees, a study conducted over the Internet finds that only 38 percent of owners or part owners of...

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, associate editor Send an email with your news item CFP Board Restructures Governing Body Denver, Colorado-- The Certified Financial Planner Board...

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, associate editor Send an email with your news item Life Insurance Valuation, Life Settlements Subject of National Estate Planning Conference...