Charles Monat Associates: February 2006






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	Monday, February 27, 2006 Trust funds give more than money To some people, the term "trust-fund baby" conjures up images of spoiled children. But, in reality, a trust may help you instill your values in your children and grandchildren and prevent them from making undesirable choices. Read more... posted by Charles Monat Associates at 8:41 AM \| 0 comments Saturday, February 25, 2006 Taxes: Estate Planning You can't take it with you, but with careful planning, it's possible to provide your heirs, loved ones and friends with a significant portion of your wealth. Read more... posted by Charles Monat Associates at 10:16 AM \| 0 comments Thursday, February 23, 2006 Hands-off: Holders of 401(k) Retirement Accounts Are Not Your Typical Investors With $2.5 trillion invested in 401(k) retirement accounts, 60 million Americans control a powerful chunk of cash. So how much attention do investors pay to this vast pool of savings? Not much. Read more... posted by Charles Monat Associates at 3:00 PM \| 0 comments Battle over Blackberry: Is the U.S. Patent System Out of Whack? On Friday, February 24, the long-running patent dispute between Research In Motion (RIM), which makes the popular BlackBerry wireless email and communications device, and NTP, a holding company, will finally have its day in court. That's when a federal judge in the Eastern District Court of Virginia will consider a possible injunction that could shut down BlackBerry service in the U.S. Read more... posted by Charles Monat Associates at 2:58 PM \| 0 comments We congratulate ICICI Prudential Life in India ICICI Prudential Life Insurance, India’s No. 1 private life insurance company, has become the first private life insurer to cross the two million policy mark. Read more... posted by Charles Monat Associates at 2:55 PM \| 0 comments The Role of Life Insurance It is wise to take time annually to think through the role life insurance plays in your financial plan. You, your loved ones, business associates, creditors, and estate plan all are stakeholders in the choices you make. Read more... posted by Charles Monat Associates at 2:53 PM \| 0 comments Sunday, February 19, 2006 Roth IRAs become beneficial to more seniors Many senior citizens may think they are too wealthy or too old to benefit from Roth IRAs. But using a strategy that's become more popular in the past year, more of them can use Roth IRAs to help pass money to their heirs free of income taxes. Read more... posted by Charles Monat Associates at 8:40 PM \| 0 comments Thursday, February 09, 2006 Delhi in Davos: How India Built its Brand at the World Economic Forum India seemed to be everywhere at the annual meeting of the World Economic Forum in Davos, where global political and business leaders congregate each year to ponder the fate of the world. By all accounts, discussions about India and China figured prominently at this year's forum, undoubtedly in view of these countries' growing role in the world economy. Read more... posted by Charles Monat Associates at 4:05 PM \| 0 comments Wednesday, February 08, 2006 India: Tax break sought for life insurance Can we look forward to a similar initiative from our own industry representatives? The insurance industry has pitched for complete tax exemption for life insurance policies and pension annuities in the hands of investors to encourage long-term savings. Read more... posted by Charles Monat Associates at 4:27 PM \| 0 comments Monday, February 06, 2006 Private bankers smooth way for wealthy Frederick and Carol Marciano reached a point in their lives last year where they knew they needed to better structure their finances. With seven children and busy medical careers for both, the Ahwatukee couple realized they weren't getting the job done in terms of college saving, insurance preparation, estate planning and more. Read more... posted by Charles Monat Associates at 8:30 AM \| 0 comments Friday, February 03, 2006 Business continuation planning for success Successful business owners invest a great deal of time and effort in building their companies. With the day-to-day demands, it is often difficult to imagine stepping down for retirement. Yet, in order to help build financial security for retirement and ensure business continuation, it is important to plan ahead. Business succession planning can establish retirement income for a retiring business owner, as well as smooth the transfer of operations and/or ownership to family members or another entity. In addition, a succession plan can also provide structure for unforeseen events, such as death or disability. Read more... posted by Charles Monat Associates at 9:11 AM \| 0 comments Thursday, February 02, 2006 Unraveling Complexity in Products and Services Walk into any grocery store, bank, or insurance agency, and you will see complexity at work: More products and services are available to consumers than ever before. But, as businesses increase their product and service portfolios in response to evolving customer demands or through mergers and acquisitions, they run the risk of adding too much complexity, which can tax existing resources and ultimately harm returns. Read more... posted by Charles Monat Associates at 10:06 AM \| 0 comments
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