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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. 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
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. mark for My Articles similar articles
Investment Advisor
August 2008
Lewis Schiff
A Prospect With a Plan A prospect with an existing plan often presents opportunities. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 18, 2007
Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2009
Cathleen M. Clauson
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
October 1, 2006
Jim Grote
Clients Who Are Born Retired A Colorado financial advisor's insights on working with clients who have inherited wealth. mark for My Articles similar articles
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. 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
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
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. 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 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2011
Donald Jay Korn
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2007
Bob Clark
The Trust Threat Financial advisors need to rethink adding trust services to their offerings. mark for My Articles similar articles
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. mark for My Articles similar articles