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Financial Planning
October 1, 2006
Gavin Morrissey
Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan. mark for My Articles similar articles
Financial Planning
October 1, 2013
Martin Shenkman
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. 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 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
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
June 1, 2012
Donald Jay Korn
Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2013
Mary Stark Hood
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. 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
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
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
Financial Planning
September 1, 2007
Barbara H. Cane
The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing? mark for My Articles similar articles
Financial Advisor
March 2012
Barbara Potter
Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage. mark for My Articles similar articles
Financial Planning
February 1, 2013
Martin Shenkman
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donald Jay Korn
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. mark for My Articles similar articles
Investment Advisor
March 2007
Tere D'Amato
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. mark for My Articles similar articles
Financial Planning
February 1, 2011
Donald Jay Korn
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. 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
January 1, 2009
Ed Slott
Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account. mark for My Articles similar articles
Financial Planning
March 1, 2008
Martin M Shenkman
Decision: Unitrust Unitrusts are not broadly understood within the financial planning industry, so knowing when to unitrust and when not to unitrust can give you a leg up with your client. 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.
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
Investment Advisor
August 2006
Gavin Morrissey
The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional. 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
June 1, 2008
Gavin Morrissey
Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation. 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
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
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
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
Financial Planning
December 1, 2012
Martin Shenkman
Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them. 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
On Wall Street
October 1, 2012
Elizabeth Wine
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. mark for My Articles similar articles
Financial Planning
February 1, 2010
Martin M. Shenkman
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. 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
Financial Advisor
March 2006
Charles Avalli
Challenging A Trustee Who is responsible when a trust shows poor performance? Good financial advisors need to help their clients find their way through a trust dispute. mark for My Articles similar articles
Financial Planning
August 1, 2012
Martin Shenkman
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable. mark for My Articles similar articles
On Wall Street
November 1, 2012
Elizabeth Wine
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. mark for My Articles similar articles
Financial Planning
June 1, 2005
Jim Grote
Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully. mark for My Articles similar articles
Financial Planning
July 1, 2011
Martin Shenkman
After Death Do We Plan Tremendous estate-tax planning opportunities exist following a client's death. While pre-death planning remains vital, post-death planning allows for oversights and errors to be corrected - and for new planning opportunities as well. 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
March 1, 2011
Ed Slott
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. mark for My Articles similar articles
Financial Advisor
May 2012
Eric Rasmussen
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. mark for My Articles similar articles
Registered Rep.
February 4, 2015
Jason Smolen
Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax. mark for My Articles similar articles
Financial Planning
November 1, 2010
Martin Shenkman
The Planning Powerhouse Irrevocable life insurance trusts (ILITs) remain the Rodney Dangerfield of planning tools-they just don't get enough respect. 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
Financial Planning
September 1, 2011
Ed Slott
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. mark for My Articles similar articles
Financial Advisor
October 2012
Mary Rowland
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. mark for My Articles similar articles
On Wall Street
June 1, 2011
Myrna L. Wigod
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. 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 Planning
December 1, 2007
Martin M. Shenkman
High Net Worth: Estate Planning: Your Prudent Practice The Prudent Investor Act offers you an opportunity to grow your trust assets under management. Capitalizing on the complexity and liability fiduciaries face presents a tremendous marketing opportunity for the savvy financial planner. mark for My Articles similar articles
The Motley Fool
August 23, 2006
Dan Caplinger
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. mark for My Articles similar articles