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Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
Registered Rep. April 1, 2005 Kristen French	The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.
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."
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.
National Real Estate Investor March 1, 2003 Jim Arbury	Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners.
Entrepreneur August 2004 Scott Bernard Nelson	Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
On Wall Street December 1, 2009 David A. Handler	The Future of the Estate Tax Is Upon Us Under the Economic Growth and Tax Relief Reconciliation Act of 2001, known as EGTRRA, the estate tax law is scheduled to be repealed as of January 1, 2010.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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.
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.
Inc. August 2004 Nadine Heintz	How I Learned to Stop Worrying and Love the Death Tax While there is scant statistical evidence that small businesses are affected by the so-called "death tax," it is nonetheless considered a bogeyman preying on entrepreneurs and family farms. But you can rest a little easier with these smart, and legal, estate-planning strategies.
The Motley Fool June 16, 2006 Dan Caplinger	Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings.
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.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
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.
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?
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.
The Motley Fool October 20, 2004 Selena Maranjian	Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others.
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.
The Motley Fool April 12, 2006	Avoid Probate Why dump hassles on your loved ones when you die? There are many ways to avoid probate, and you'd be best served by reading up on the topic and then consulting a professional.
Financial Planning September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
The Motley Fool December 4, 2009 Brian Richards	Another Reason Not to Die Soon The estate tax was set to be repealed for the 365 days of 2010.
Salon.com July 25, 2000 Steve Bodow	No relief Repeal of the estate tax will help only the rich, but will cost us all.
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.
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 Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
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.
The Motley Fool March 9, 2009 Dan Caplinger	Avoid This Million-Dollar Mistake With high budget deficits and an ambitious spending program, the current administration has proposed keeping the estate tax at its current level. Will this affect you?
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.
Salon.com April 5, 2001 Dalton Conley	How to widen the black-white wealth gap Ignore the claims of rich, black estate-tax foes. The tax is good for African-Americans...
National Real Estate Investor September 1, 2005 Howard Menell	Apartment Owners Wary of Tax Reform Apartment executives are cautious about pending tax reform, having suffered from other efforts to tweak our tax system. Fortunately, many of today's leaders seem to appreciate the complex and long-term nature of real estate investments and the need to maintain stability in the commercial real estate markets.
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.
Financial Advisor August 2005 Grove & Prince	The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.
Entrepreneur June 2005 Stephen Barlas	State of the Estate Small-business advocates are making renewed attempts to permanently repeal the estate tax, which is being phased out between now and 2010, only to reappear in 2011.
Real Estate Portfolio Mar/Apr 2006 R. Scot Sellers	A Force To Be Reckoned With An ever-increasing number of investors are realizing what those of us in the business have known for a long time -- real estate is a fantastic vehicle through which to create long-term wealth.
Financial Planning May 1, 2013 Jim Grote	How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership.
AFP eWire August 13, 2004	Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving.
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.
National Real Estate Investor October 1, 2002 Martin Sinderman	Software Giants Buying Into Real Estate Niche Commercial real estate looks like an attractive target for major software companies in search of new markets. So, they're snapping up independent software companies that have the technology to serve the industry.
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...
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..
Inc. June 2005 Amy Feldman	Fifty States, a Thousand New Tax Laws States are increasingly "decoupling" their tax codes from the federal government's, creating big headaches for business owners.
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.
Investment Advisor March 2006 Marlene Y. Satter	Still Kicking Estate planners still use survivorship insurance -- when it fits the bill.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Financial Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
Registered Rep. December 24, 2012 Jim Moniz	Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan.