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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
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
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. 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
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. 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
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. 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
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. mark for My Articles similar articles
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. 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
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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 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
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
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. 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
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
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
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. mark for My Articles similar articles
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. 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
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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 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 Advisor
March 2010
Eric L. Reiner
Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon. 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
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
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. mark for My Articles similar articles
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. 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
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
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
BusinessWeek
October 3, 2005
Toddi Gutner
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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