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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.
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.
Registered Rep. September 9, 2015 David H. Lenok	The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
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 October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
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 June 1, 2012 Donald Jay Korn	Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Financial Advisor November 2008 Joseph J. Cohen	Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth.
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.
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.
Financial Planning July 1, 2009 Dune Thorne	Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations.
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 May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Financial Planning November 1, 2005 Jim Grote	A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations.
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.
Financial Planning August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
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.
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 Planning June 1, 2012 Martin Shenkman	Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.
Registered Rep. June 1, 2005 Russ Alan Prince	Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Investment Advisor December 2007 Robert F. Keane	A Matter of Principle In helping clients, financial advisors do good by giving good advice.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
Financial Planning November 1, 2007 John J. Bowen	Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients.
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 August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
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.
Registered Rep. February 1, 2003 Lynn O'Shaughnessy	Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you.
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.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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 July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
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.
Investment Advisor May 2008 Lewis Schiff	Death and Taxes Respect No Borders For global families, advanced planning teams look for global solutions
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.
The Motley Fool April 1, 2004 Dave Braze	Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what.
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 July 1, 2006 John J. Bowen	Digging Deep One of the most important conversations you can have with your financial advisory clients is about their values. Once you are proficient at helping clients determine what their deepest values are, you'll have a solid basis for building trust and lasting client relationships.
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.
Trusts & Estates March 20, 2002	Service Focusing On Foreign Trusts, Real Property Transactions This tax season, the Internal Revenue Service is attempting to make tax professionals whose clients have foreign trusts, or who transfer real property to foreign interests aware of rules and filing requirements.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.