| 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.  |
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.  |
Financial Planning September 1, 2010 Matthew F. Erskine |
The Collector's Dilemma Planners and advisors need to learn how to recognize when their clients have reached the tipping point between investor and collector.  |
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.  |
On Wall Street December 1, 2010 Matthew F. Erskine |
Be Mindful Of Your Clients' Tax Wishes This Season Accountants, financial planners, attorneys and investment managers, are busying themselves with the changes (or lack thereof) to the income, estate and gift tax codes beginning January 1, 2011.  |
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 April 1, 2008 Suzanne McGee |
Bit by the Collecting Bug Whether they're ancient Greek vases or Pez dispensers, clients' ties to the items they have collected is of a completely different order from those of their stock, bond or fund holdings.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
On Wall Street September 1, 2009 Martin Shenkman |
Ingenious Ways to Keep Giving When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. But today, you need to show clients that with a little ingenuity, they can still give generously.  |
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.  |
Financial Advisor May 2004 Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.  |
Financial Advisor September 2005 Raymond Fazzi |
The Art Of Financial Planning And Investing Planning And Investing Rather than manipulate art as an investment, observers say advisors could better serve their clients by establishing what they have in terms of collections, the value of the items and, if possible, the cost basis.  |
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.  |
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?  |
Financial Advisor September 2006 Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.  |
BusinessWeek June 4, 2007 Lynn O'Shaughnessy |
Keeping Your Collection Off eBay A little planning can make a big difference for your heirs and your treasures.  |
On Wall Street March 1, 2010 Christopher G. Didier |
Does Passion Have A Place In Wealth Management? While most people start collections for very non-financial reasons, treating them like other assets can maximize their potential returns and help collectors follow their passions for years to come.  |
Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.  |
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 Advisor October 2006 Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.  |
Commercial Investment Real Estate Jan/Feb 2006 Howard Kass |
Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs.  |
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.  |
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.  |
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%.  |
Commercial Investment Real Estate Sep/Oct 2014 Mary Stark-Hood |
Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.  |
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 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.  |
Registered Rep. March 18, 2014 Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction.  |
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.  |
Financial Planning August 1, 2009 Martin M. Shenkman |
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.  |
Financial Planning March 1, 2007 Marshall Eckblad |
5 Questions Art consultant Michael Mendelsohn fields questions about ways advisors can help clients with their art collections.  |
On Wall Street February 1, 2011 Richard A. Behrendt |
Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.  |
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 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 March 2010 Eric L. Reiner |
Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.  |
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.  |
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?  |
On Wall Street February 1, 2010 Bill Fleming |
Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax.  |
Registered Rep. February 1, 2006 Janet Arrowood |
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.  |
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.  |
Financial Planning March 1, 2011 Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.  |
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.  |
BusinessWeek October 3, 2005 Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes.  |
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.  |
The Motley Fool November 9, 2006 Dan Caplinger |
Is Estate Tax Repeal Dead Now? If you were counting on estate tax repeal to solve your estate planning problems, you should think again. With a divided federal government, the estate tax will likely stick around a while longer.  |
The Motley Fool November 8, 2006 Dan Caplinger |
Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.  |
Investment Advisor April 2008 Gavin Morrissey |
Up the Down Staircase A qualified personal residence trust can help clients benefit from a down real estate market.  |
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. 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 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.  |