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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.  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
Financial Advisor October 2006 Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.  |
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 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.  |
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..  |
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.  |
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.  |
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 March 1, 2011 Martin Shenkman |
Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address.  |
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.  |
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.  |
Financial Planning November 1, 2009 Martin M. Shenkman |
Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients.  |
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 2006 Renn & Seneco |
Defective Thinking Wealthy clients can benefit by the carefully planned use of an intentionally defective grantor trust. A small gift, followed by an installment sale of property to an IDT can be an effective means to transfer assets with relatively little gift or estate tax cost.  |
Registered Rep. November 1, 2004 Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family.  |
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.  |
On Wall Street July 1, 2010 Martin Shenkman |
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times?  |
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.  |
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.  |
BusinessWeek January 30, 2006 Anne Tergesen |
Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts.  |
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.  |
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.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
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.  |
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.  |
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 Advisor January 2012 Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.  |
Financial Advisor November 2004 Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.  |
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.  |
On Wall Street December 1, 2011 Ann Marsh |
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.  |
Financial Planning October 2, 2007 Donald Jay Korn |
Home Relief Lofty housing prices and tight credit are sending young people to the Bank of Mom and Dad. Should your clients open the discount window?  |
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 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.  |
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 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.  |
Registered Rep. February 1, 2005 Daniels, Leibell & Prince |
An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons.  |
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.  |
Financial Advisor March 2007 Robinson & Wilkins |
A Question Of Interest A recent court decision highlights a potential problem with irrevocable life insurance trusts. Here are some implications for financial planners to ponder.  |
The Motley Fool July 15, 2005 Roy Lewis |
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first.  |
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.  |
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 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.  |
Financial Advisor July 2005 Mark S. Furman |
Correcting Mistakes In Legal Documents In the right circumstances, irrevocable estate documents can be changed.  |
Commercial Investment Real Estate May/Jun 2005 John Hosmer |
Defeasance Decision Checklist Loan defeasance is an option for many commercial real estate owners. The following checklist can help property owners when making a defeasance decision.  |