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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. |
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. 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 November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
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. |
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. |
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. |
The Motley Fool December 13, 2010 Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
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. |
Investment Advisor August 2006 Gavin Morrissey |
The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional. |
The Motley Fool June 27, 2006 Dan Caplinger |
Protecting Your Small Business If your business partner moves on, make sure your business can still prosper. |
Financial Planning January 1, 2009 Ed Slott |
Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account. |
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. 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. |
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. |
Financial Planning March 1, 2011 Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. |
Registered Rep. January 1, 2003 Kevin McKinley |
Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?" |
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 July 1, 2011 Ed Slott |
Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process. |
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 September 14, 2004 |
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. |
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. |
AskMen.com Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business. |
Financial Planning February 1, 2011 Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
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. |
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. |
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. |
The Motley Fool June 20, 2006 Dan Caplinger |
When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families. |
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. |
AskMen.com Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
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 March 2012 Barbara Potter |
Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage. |
Financial Planning October 1, 2005 Donald Jay Korn |
Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes. |
On Wall Street June 1, 2011 Racusin & Stiefel |
Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon. |
The Motley Fool September 16, 2004 David Jacobs |
Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties. |
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. November 1, 2004 Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. |
On Wall Street October 1, 2012 Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
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. |
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. |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
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. |
Registered Rep. February 1, 2005 Daniels, Leibell & Prince |
An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons. |
Registered Rep. July 1, 2006 Janet Arrowood |
In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy. |
Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
Financial Advisor November 2007 Thomas J. Murphy |
Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for. |
Investment Advisor March 2007 Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
Financial Planning February 1, 2005 Grace W. Weinstein |
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. |
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. |