| 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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 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.  |
Investment Advisor October 2009 Robert F. Keane |
Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients.  |
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.  |
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.  |
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.  |
BusinessWeek October 3, 2005 Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes.  |
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.  |
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.  |
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.  |
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.  |
Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor November 2004 Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.  |
Registered Rep. June 1, 2008 Kevin McKinley |
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients?  |
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.  |
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..  |
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.  |
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.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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).  |
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.  |
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, 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.  |
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.  |
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.  |
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.  |
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.  |