| Similar Articles |
 |
Financial Advisor October 2006 Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.  |
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 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.  |
Financial Advisor November 2004 Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.  |
Financial Planning October 2, 2007 Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.  |
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 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.  |
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 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.  |
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 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.  |
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.  |
Financial Planning February 1, 2005 Grace W. Weinstein |
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes.  |
On Wall Street October 1, 2011 Jones & Luscombe |
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.  |
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 Advisor March 2011 Deborah L. Jacobs |
Making The Move Now may be the time for some clients to shift a costly home to their children.  |
Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.  |
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.  |
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.  |
Registered Rep. September 9, 2010 Richard A. Behrendt |
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity.  |
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 Planning December 1, 2007 Donald Jay Korn |
The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain.  |
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 2015 Mary Stark-Hood |
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.  |
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.  |
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 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.  |
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 2004 Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.  |
Investment Advisor December 2006 Susan L. Hirshman |
Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients.  |
Financial Planning September 1, 2009 Martin M. Shenkman |
Trust Poker A look at different types of trust, and the financial planner's role in establishing one.  |
On Wall Street October 1, 2009 Martin M. Shenkman |
Trust Lessons From Poker: Simple Is Enough, Until It Isn't Trust planning is flexible. With a bit of thought you can work with your clients and their other advisors to select the optimal trust for the situation at hand.  |
On Wall Street August 1, 2010 Warren K. Racusin |
Congress Grapples With GRATs The use of GRATs to beat estate and gift taxes still offers some benefits but a new bill could eliminate those advantages.  |
Registered Rep. August 7, 2014 John Anzivino |
Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill.  |
Financial Advisor June 2007 Andrew Gluck |
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.  |
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 October 1, 2010 Mindel & Sleight |
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.  |
Commercial Investment Real Estate Nov/Dec 2006 McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.  |
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?  |
The Motley Fool November 14, 2006 Dan Caplinger |
Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift.  |
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.  |
On Wall Street May 1, 2010 Seth D. Slotkin |
Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%.  |
Financial Planning May 1, 2013 Martin Shenkman |
New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.  |
Investment Advisor October 2009 Robert F. Keane |
Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients.  |
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.  |
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: 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.  |
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.  |
Registered Rep. February 1, 2003 Susan L. Hirshman |
The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor.  |
Financial Advisor October 2010 Roy Diliberto |
Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.  |