MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Investment Advisor
February 2009
Lewis Schiff
Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs. 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
November 2009
Deborah L. Jacobs
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later. mark for My Articles similar articles
Financial Advisor
December 2010
Lowell & Abati
Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts. 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
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 Planning
October 1, 2010
Donald Jay Korn
The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family. 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
June 1, 2013
Elizabeth Wine
New Approach for Charitable Trusts Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling. mark for My Articles similar articles
Investment Advisor
October 2009
Robert F. Keane
Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Kevin McKinley
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. mark for My Articles similar articles
On Wall Street
October 1, 2009
Bill Fleming
Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning. 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
BusinessWeek
October 3, 2005
Toddi Gutner
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes. 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 Planning
October 1, 2008
Martin M Shenkman
Leaving More to Beaver Like all estate planning strategies, qualified personal residence trusts (QPRTs) are great for reducing taxes under the right circumstances. mark for My Articles similar articles
Financial Planning
February 1, 2011
Martin Shenkman
Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading. mark for My Articles similar articles
Financial Advisor
May 2010
Raymond Fazzi
GRAT Limits Likely A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering. 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
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
Financial Planning
February 1, 2012
Deena Katz
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it. 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
May 1, 2010
Martin Shenkman
Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer. 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
Registered Rep.
June 1, 2008
Kevin McKinley
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? mark for My Articles similar articles
Entrepreneur
April 2008
Farnoosh Torabi
For All It's Worth The estate tax may disappear in 2010. keep your assets from doing the same by planning today. mark for My Articles similar articles
Financial Planning
December 1, 2012
Ann Marsh
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. mark for My Articles similar articles
Investment Advisor
April 2008
Gavin Morrissey
Up the Down Staircase A qualified personal residence trust can help clients benefit from a down real estate market. mark for My Articles similar articles
The Motley Fool
July 7, 2006
Dan Caplinger
Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you. 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 Planning
April 1, 2011
Martin Shenkman
The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate. mark for My Articles similar articles
BusinessWeek
June 21, 2004
Anne Tergesen
Letting Go Of Your Big Winner You've made a fortune on one stock. But now is the best time in decades to diversify. mark for My Articles similar articles
Financial Planning
June 1, 2012
Martin Shenkman
Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act. mark for My Articles similar articles
Financial Advisor
November 2010
Andrew Gluck
Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage. mark for My Articles similar articles
Entrepreneur
May 2006
C.J. Prince
Death and Taxes Passing some of your business to your heirs now can help ensure they won't need to sell it later to pay Uncle Sam. mark for My Articles similar articles
The Motley Fool
November 13, 2006
Dan Caplinger
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. mark for My Articles similar articles
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr.
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? mark for My Articles similar articles
Financial Advisor
September 2008
Kenneth P. Brier
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes. mark for My Articles similar articles
Registered Rep.
July 1, 2004
Daniels, Leibell & Prince
Founder's Day Conundrum With good planning, a founder can move significant value out of his estate with little or no gift- or estate-tax cost. Here are five pre-IPO strategies financial advisors can employ to protect a company founder's future gains. 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
Financial Planning
December 1, 2008
Martin M Shenkman
Get It While You Can Trusts require careful planning during difficult market periods. Perhaps no trust is more sensitive to the effects of volatile markets than the grantor-retained annuity trust (GRAT). 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
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, 2005
Jay Quinn
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Janet Arrowood
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind. mark for My Articles similar articles
Financial Advisor
February 2010
Bruce A. Weininger
Practical GRATs Although underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools. mark for My Articles similar articles
Investment Advisor
October 2007
Susan L. Hirshman
Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships. mark for My Articles 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