MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Planning
September 1, 2008
Martin M Shenkman
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. mark for My Articles similar articles
Investment Advisor
June 2006
I. Jay Safier
Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth. mark for My Articles similar articles
Financial Advisor
October 2006
Richard L. Harris
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. mark for My Articles similar articles
Financial Planning
September 1, 2012
Martin Shenkman
Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Kevin McKinley
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner. mark for My Articles similar articles
Financial Advisor
September 2006
Beck & Leibell
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Daniels, Leibell & Prince
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. mark for My Articles similar articles
Financial Advisor
November 2006
Renn & Seneco
Defective Thinking Wealthy clients can benefit by the carefully planned use of an intentionally defective grantor trust. A small gift, followed by an installment sale of property to an IDT can be an effective means to transfer assets with relatively little gift or estate tax cost. mark for My Articles similar articles
Financial Advisor
November 2004
Alan Lavine
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. mark for My Articles similar articles
Registered Rep.
October 23, 2013
Kevin McKinley
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. mark for My Articles similar articles
Registered Rep.
March 18, 2014
Alan Lavine
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. mark for My Articles similar articles
Financial Planning
November 1, 2010
Martin Shenkman
The Planning Powerhouse Irrevocable life insurance trusts (ILITs) remain the Rodney Dangerfield of planning tools-they just don't get enough respect. mark for My Articles similar articles
Inc.
August 2004
Nadine Heintz
How I Learned to Stop Worrying and Love the Death Tax While there is scant statistical evidence that small businesses are affected by the so-called "death tax," it is nonetheless considered a bogeyman preying on entrepreneurs and family farms. But you can rest a little easier with these smart, and legal, estate-planning strategies. mark for My Articles similar articles
Investment Advisor
August 2005
Tere D'Amato
The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. mark for My Articles similar articles
Investment Advisor
August 2006
Gavin Morrissey
The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional. mark for My Articles similar articles
Registered Rep.
June 19, 2012
Alan Lavine
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients. mark for My Articles similar articles
Registered Rep.
April 1, 2006
Kevin McKinley
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Henry M. Grix
The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment. mark for My Articles similar articles
Financial Advisor
August 2009
Tere D'Amato
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans. mark for My Articles similar articles
Financial Advisor
December 2003
Eric L. Reiner
Split-Dollar Regime Change 2004 Some split-dollar insurance arrangements require action by December 31. mark for My Articles similar articles
Registered Rep.
February 1, 2005
Daniels, Leibell & Prince
An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons. mark for My Articles similar articles
Entrepreneur
June 2004
Joan Szabo
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate. mark for My Articles similar articles
Financial Planning
March 1, 2011
Martin Shenkman
Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address. mark for My Articles similar articles
Financial Planning
September 1, 2011
Ed Slott
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2014
Mary Stark Hood
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. mark for My Articles similar articles
On Wall Street
January 1, 2013
Mira Fine
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. mark for My Articles similar articles
Financial Planning
August 1, 2012
Martin Shenkman
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable. mark for My Articles similar articles
Investment Advisor
July 2008
Lewis Schiff
A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits. mark for My Articles similar articles
Registered Rep.
June 2, 2015
Carol Kroch
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Irrevocable Trusts In addition to effectively transferring income tax liability from one person to another, irrevocable trusts can also be a good way to avoid or reduce estate taxation. mark for My Articles similar articles
Entrepreneur
September 2006
Jacquelyn Lynn
Rest in Peace Ensure company longevity with life insurance policies. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Kevin McKinley
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Life Insurance Trusts Escape estate taxes by transferring your life insurance to a trust. mark for My Articles similar articles
Financial Planning
June 1, 2006
Michael E. Kitces
Are ILITs Dead? After the controversial Chawla decision, the status of irrevocable life insurance trusts remains ambiguous. Ultimately, financial planners must decide for themselves how aggressive to be with clients. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2012
Mary Stark Hood
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. mark for My Articles similar articles
Financial Planning
June 1, 2009
Martin Shenkman
Stretch that Gift . A split-dollar arrangement divides responsibility for paying life insurance premiums between the policy owner and another party, such as a trust or business. This frees up your client to gift more money while buying the insurance coverage necessary to protect the estate. mark for My Articles similar articles
The Motley Fool
August 27, 2004
Roy Lewis
How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out. mark for My Articles similar articles
Financial Advisor
March 2007
Robinson & Wilkins
A Question Of Interest A recent court decision highlights a potential problem with irrevocable life insurance trusts. Here are some implications for financial planners to ponder. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Daniels, Leibell & Prince
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. mark for My Articles similar articles
The Motley Fool
July 15, 2005
Roy Lewis
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first. mark for My Articles similar articles
On Wall Street
December 1, 2011
Ann Marsh
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans. mark for My Articles similar articles
Financial Advisor
November 2004
Eric L. Reiner
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies. mark for My Articles similar articles
Financial Advisor
March 2008
Eric L. Reiner
Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets. mark for My Articles similar articles
On Wall Street
November 1, 2012
Elizabeth Wine
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. mark for My Articles similar articles
The Motley Fool
June 16, 2006
Dan Caplinger
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. mark for My Articles similar articles
Financial Planning
March 1, 2013
Martin Shenkman
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. mark for My Articles similar articles
Investment Advisor
July 2006
I. Jay Safier
The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships. mark for My Articles similar articles
Financial Planning
October 2, 2007
Donald Jay Korn
Home Relief Lofty housing prices and tight credit are sending young people to the Bank of Mom and Dad. Should your clients open the discount window? mark for My Articles similar articles