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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.
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 Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
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.
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.
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.
Registered Rep. June 2, 2015 Carol Kroch	Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Financial Advisor November 2006 Renn & Seneco	Defective Thinking Wealthy clients can benefit by the carefully planned use of an intentionally defective grantor trust. A small gift, followed by an installment sale of property to an IDT can be an effective means to transfer assets with relatively little gift or estate tax cost.
The Motley Fool September 20, 2005	Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address.
The Motley Fool December 19, 2006 Mary Dalrymple	Play Your Gift Cards Wisely Last-minute tips for buying and using gift cards.
Entrepreneur July 2006 Melissa Campanelli	It's a Wrap Want strong sales all year? Use your site to tap into the gift market.
Investment Advisor May 2009 Melanie Waddell	Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year.
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.
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.
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.
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 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
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.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family.
Financial Advisor October 2006 Richard L. Harris	Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.
BusinessWeek October 7, 2010 Ryan J. Donmoyer	Wealthy Families' Living-Gift Strategy Families are locking in the historically low 35 percent gift tax and hoping they don't die before the end of the year, forfeiting the no-estate-tax bonanza.
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%.
On Wall Street December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
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.
AskMen.com Chris Rovny	Valentine's Day Gift Ideas Because finding the right Valentine's Day gift is probably the most difficult shopping experience in any man's life, here are a few basic gift ideas, depending on your particular relationship level.
Registered Rep. August 1, 2006 Janet Arrowood	Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years.
Registered Rep. October 1, 2005 Daniels, Leibell & Prince	Passing on the Family Business Done correctly, a good succession plan can ensure that a business transfers to the intended beneficiaries, that the business owner retains adequate control and cash flow for as long as desired, that family members are treated fairly and that the business survives, even thrives, for generations to come.
Financial Advisor March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
The Motley Fool February 1, 2007 Selena Maranjian	Your Loved Ones' Money Down the Toilet Much of the money spent on gift cards is going to end up down the toilet. Remember to use yours.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
The Motley Fool November 14, 2006 Dan Caplinger	Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
BusinessWeek December 22, 2003 Anne Tergesen	The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive.
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..
The Motley Fool May 3, 2004	Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money.
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.
Registered Rep. February 1, 2005 Thrupthi Reddy	Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals.
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.
CFO February 1, 2007 Chuck Jaffe	The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them.
Salon.com February 15, 2001 Sam Fleischacker	Why capitalists should like estate taxes From Adam Smith to Thomas Jefferson, lovers of freedom have demanded that social privilege be earned -- not inherited...
The Family Room	Making Holidays Meaningful for Children For many children the holidays mean just one thing: getting more stuff. As parents, we want to change this perspective, but when we try to modify our habits, we find ourselves controlled by unconscious gift giving rules...
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?
Registered Rep. August 1, 2004 Daniels, Leibell & Prince	Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling."
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.