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On Wall Street June 1, 2009 Handler & Lothes |
Incentive Trusts Don't Provide The Best Motivation Incentive trusts attempt to encourage (or discourage) certain behaviors by making distributions dependent on certain benchmarks or accomplishments.  |
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.  |
Financial Planning February 1, 2012 Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea.  |
Investment Advisor August 2008 Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities.  |
Financial Planning August 1, 2005 Mitchell Rose |
Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.  |
BusinessWeek June 18, 2007 |
Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.  |
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.  |
The Motley Fool August 25, 2006 Dan Caplinger |
In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it.  |
Financial Advisor June 2005 Bruce W. Fraser |
The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.  |
Registered Rep. November 1, 2002 Leslie Rosenberg |
Remember My Values, Not Just My Wealth Values-based planning helps your clients align their personal values and ideals with their portfolios to plan wisely for future generations.  |
Financial Planning July 1, 2013 Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.  |
Financial Advisor September 2009 Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.  |
Registered Rep. November 22, 2011 Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.  |
Entrepreneur April 2005 Scott Bernard Nelson |
Trust Exercises Incentive trusts can get your heirs to jump through hoops for your money, but is one right for your family? Weigh the pros and cons.  |
Financial Planning April 1, 2005 Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.  |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.  |
Financial Planning July 1, 2009 Martin Shenkman |
A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary?  |
Financial Planning October 1, 2006 Cal Brown |
Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.  |
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.  |
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.  |
Financial Advisor June 2004 Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members.  |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs.  |
Financial Planning November 1, 2007 Martin M. Shenkman |
High Net Worth: Estate Planning: Be a Trust Team Player Advising your clients to enter into trusts doesn't have to mean the end of your investment management services. Here's what you should know.  |
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.  |
Financial Advisor September 2007 Tracey Longo |
Demand For Trusts Explodes Growing sophistication and complexity in people's lives, along with escalating wealth and an aging population, make trusts a necessity for a far wider swath of the U.S. population these days.  |
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.  |
BusinessWeek May 31, 2004 Toddi Gutner |
Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group.  |
Financial Planning October 1, 2010 Mindel & Sleight |
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.  |
Financial Advisor September 2008 Tracey Longo |
Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.  |
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?  |
Financial Advisor August 2010 Lori K. Murphy |
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.  |
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 Advisor September 2006 Tracey Longo |
There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan.  |
Financial Planning December 1, 2007 Barbara H. Cane |
Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.  |
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.  |
Financial Planning October 1, 2006 Jim Grote |
Clients Who Are Born Retired A Colorado financial advisor's insights on working with clients who have inherited wealth.  |
Financial Planning January 1, 2009 Donald Jay Korn |
Trust Worthy Some good news that planners can tell their clients: The federal estate-tax exemption has just jumped from $2 million to $3.5 million, so this is an excellent time to review estate plans.  |
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 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..  |
Investment Advisor October 2007 Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later.  |
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 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.  |
Registered Rep. January 1, 2011 Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.  |
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.  |
BusinessWeek January 17, 2005 Anne Tergesen |
Where To Entrust Your Trust? Picking the right location is the key to success in real estate. Now it's also a crucial decision in the sleepy world of trust funds.  |
Financial Planning February 1, 2011 Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry.  |
Financial Planning July 1, 2012 Martin Shenkman |
The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients.  |
Financial Planning May 1, 2011 Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.  |
Investment Advisor January 2007 Bob Clark |
The Trust Threat Financial advisors need to rethink adding trust services to their offerings.  |
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.  |