AAFM Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial Planning College & Training Worldwide
American Academy of Financial Management
About AAFM | FAQ | Press Release | Contact Us | Privacy Policy | Site Map
Browse By Category

Sort by:   Date :  Author :  Category :  Title

Publications
Who should settle your estate and why?
by Merrill Anderson - Park National Bank [More Info]

The following is a fictitious account, with fictitious names, but one that, nevertheless, could be true.Stephen Smith married three times. He had a daughter, Sara, with his first wife, two sons and a..

Access : For Affiliate
Pages : 3
Category : Trust and Estate Planning
Cost : Free
Date Published : 2006-10-17
Attempt at estate tax reform fails again
by Merrill Anderson - Park National Bank [More Info]

When Congress adjourned in early August, little was clear regarding the future of the federal estate tax. Both chambers went into recess until after Labor Day. In recent months the focus had shifted ..

Access : For Affiliate
Pages : 1
Category : Trust and Estate Planning
Cost : Free
Date Published : 2006-09-10
Your family’s business: Transition planning
by Merrill Anderson - Park National Bank [More Info]

Very often a retiring founder's chief concern is how to orchestrate the conveyance of a successful business while, at the same time, keeping peace in the family. Although each business and family is u..

Access : For Affiliate
Pages : 2
Category : Trust and Estate Planning
Cost : Free
Date Published : 2006-05-10
Family financial security with a living trust
by Merrill Anderson - Park National Bank [More Info]

Investing and managing your various assets wisely are but means to a very important goal: financial security for yourself and your family. There are many issues associated with meeting that goal, and ..

Access : For Affiliate
Pages : 2
Category : Trust and Estate Planning
Cost : Free
Date Published : 2006-04-25
The continuing saga of estate tax repeal
by Merrill Anderson - Park National Bank [More Info]

In a February 10 speech before the Conservative Political Action Conference in Washington, D.C., Senate Majority Leader William H. Frist (R-Tenn.) stated that he plans to bring legislation to the floo..

Access : For Affiliate
Pages : 2
Category : Trust and Estate Planning
Cost : Free
Date Published : 2006-03-26
All Rights Reserved 1996-2009 College for Wealth Management ™ and College of Wealth Management ™
EU India Africa US Asian Academy of Financial Management - Asian Wealth Manager AWM ™ Wealth Management Association ™
AAFM Asia - US - AAFM Latin America - AAFM India - AAFM China - AAFM GCC - AAFM Global - EAFM EU - EIFM - GIFM - Investor Protection - AAFM