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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. mark for My Articles similar articles
Entrepreneur
July 2004
Scott Bernard Nelson
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. mark for My Articles similar articles
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." mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2011
Ed Slott
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. mark for My Articles similar articles
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?" mark for My Articles similar articles
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 14, 2004
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles