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Registered Rep.
November 1, 2006
Jason Van Steenwyk
How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants. mark for My Articles similar articles
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.. 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
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
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
May 1, 2007
Donald Jay Korn
Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth. 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
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? mark for My Articles similar articles
Registered Rep.
September 1, 2004
Daniels, Leibell & Prince
On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan. mark for My Articles similar articles
Financial Planning
December 1, 2010
Martin Shenkman
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning. 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
Financial Planning
July 1, 2010
Martin Shenkman
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2015
Mary Stark-Hood
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. 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
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
Financial Advisor
January 2007
Grove & Prince
Identifying Wealth Protection Opportunities Here is a review of a blind case study focusing principally on the two elements of wealth protection -- asset protection and family security. mark for My Articles similar articles
Investment Advisor
January 2008
Lewis Schiff
Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications. 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 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. mark for My Articles similar articles
Financial Advisor
July 2004
Jeff Schlegel
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. 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 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 Planning
May 1, 2007
John J. Bowen
Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market. 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 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
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
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
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 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
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
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. mark for My Articles similar articles
Registered Rep.
May 27, 2011
Jerry Gleeson
Gift Tax Exemption Jumps, But Not Everyone's Feeling Generous By gifting assets, donors can remove them permanently from their estates, lowering the estates' future value and leaving them less exposed to estate tax liability when the donor dies. 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
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
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
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
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
Registered Rep.
April 1, 2008
Alan Lavine
Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. mark for My Articles similar articles
Financial Advisor
October 2006
Grove & Prince
Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients. 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 Advisor
November 2005
Eric L. Reiner
Daddy, Can I Please Have A Beneficiary-Controlled Trust? An alternative to passing assets outright gains popularity with financial advisors and high-net worth clients alike. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2008
John L. McKeel
Wealth Management Learn strategies for advising high net worth investors. 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
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
Investment Advisor
July 2008
Lewis Schiff
A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits. 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
Financial Planning
June 1, 2010
Martin Shenkman
"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans. 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
November 1, 2011
Martin Shenkman
Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws. 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