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Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.  |
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.  |
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.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
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.  |
Financial Planning April 1, 2013 Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.  |
Financial Advisor November 2004 Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.  |
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.  |
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.  |
Registered Rep. August 1, 2004 Daniels, Leibell & Prince |
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling."  |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.  |
Financial Advisor January 2012 Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.  |
Financial Advisor May 2004 Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.  |
Commercial Investment Real Estate Jul/Aug 2006 Richard S. Lehman |
Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors.  |
Entrepreneur August 2004 Scott Bernard Nelson |
Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.  |
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.  |
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.  |
Financial Planning October 1, 2011 Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.  |
Financial Advisor November 2003 Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.  |
Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?  |
Inc. December 1, 2000 Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do?  |
Entrepreneur July 2004 Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.  |
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.  |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again.  |
Financial Advisor July 2005 Grove & Prince |
The Affluent And The Federal Estate Tax Reform, repeal--and some sharp differences of opinion: This is the first in a series of articles about the federal estate tax and what the affluent think about it.  |
Salon.com July 25, 2000 Steve Bodow |
No relief Repeal of the estate tax will help only the rich, but will cost us all.  |
Financial Advisor August 2005 Grove & Prince |
The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
Registered Rep. May 1, 2006 Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.  |
The Motley Fool September 20, 2005 |
Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address.  |
The Motley Fool May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money.  |
Inc. September 2004 Norm Brodsky |
Street Smarts: Hidden Assets When I realized my land was worth as much as my business, I really fell in love with real estate.  |
Real Estate Portfolio Mar/Apr 2006 R. Scot Sellers |
A Force To Be Reckoned With An ever-increasing number of investors are realizing what those of us in the business have known for a long time -- real estate is a fantastic vehicle through which to create long-term wealth.  |
Registered Rep. November 2, 2015 David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?  |
Home Theater July 2008 Kris Deering |
So I Married An Axe Murderer--Tristar Pictures (Blu-ray) "So I Married An Axe Murderer" offers a nice step up from the DVD release but on the low end of the scale for a Blu-ray experience.  |
The Motley Fool May 3, 2004 Selena Maranjian |
Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it.  |
AskMen.com Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.  |
National Real Estate Investor August 1, 2006 |
Story on Newly Minted MBAs Snubs Leading Universities Letter to the editor: There are some 115 real estate programs at universities around the country. But there are only a handful of schools that have full programs, with regular full-time real estate professors.  |
Real Estate Portfolio Jan/Feb 2002 |
Q&A with Jacques Brand Jacques Brand, managing director, global head of real estate, lodging and gaming for Deutsche Banc Alex. Brown, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole...  |
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer.  |
CIO June 1, 2001 Jerry Gregoire |
Draw the Big Picture Feld bypasses the naysayers to clean up IT...  |
National Real Estate Investor July 1, 2005 Thomas MacManus |
Why Investors Are Still Flocking to Real Estate The flow of excess capital into U.S. commercial real estate is expected to continue as both domestic and foreign investors target the sector. Investment and hedge funds awash with cash to invest will continue to bolster liquidity in the sector.  |
Investment Advisor November 2005 David J. Huber |
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.  |
National Real Estate Investor September 1, 2005 Howard Menell |
Apartment Owners Wary of Tax Reform Apartment executives are cautious about pending tax reform, having suffered from other efforts to tweak our tax system. Fortunately, many of today's leaders seem to appreciate the complex and long-term nature of real estate investments and the need to maintain stability in the commercial real estate markets.  |