MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Advisor
October 2006
Richard L. Harris
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. 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
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
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
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. 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
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
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 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
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
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
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
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. mark for My Articles similar articles
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. 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 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. 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
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
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
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. 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 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. 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 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. mark for My Articles similar articles
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. 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
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
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 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Andrew Gluck
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals. 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
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. mark for My Articles similar articles
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. 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
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. 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
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%. mark for My Articles similar articles
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. 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
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
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: 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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles