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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. 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
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
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. 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 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. 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
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
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
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." mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2004
Michael E. Kitces
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2003
Raymond Fazzi
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
Entrepreneur
July 2004
Scott Bernard Nelson
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Salon.com
July 25, 2000
Steve Bodow
No relief Repeal of the estate tax will help only the rich, but will cost us all. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 3, 2004
Selena Maranjian
Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it. mark for My Articles similar articles
AskMen.com
Michael Estrin
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk
To Lease or not to Lease? That is the question corporate managers must answer. mark for My Articles similar articles
CIO
June 1, 2001
Jerry Gregoire
Draw the Big Picture Feld bypasses the naysayers to clean up IT... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles