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BusinessWeek
July 11, 2005
Amy Borrus
Not Necessarily A Fresh Start On Oct. 17, bankruptcy will get tougher and costlier. Here's what you need to know. mark for My Articles similar articles
Financial Planning
May 1, 2007
Donald Jay Korn
Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth. mark for My Articles similar articles
Financial Planning
November 1, 2005
Ed Slott
IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times. mark for My Articles similar articles
Financial Advisor
July 2004
Jeff Schlegel
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. mark for My Articles similar articles
Registered Rep.
November 1, 2006
Jason Van Steenwyk
How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Daniels, Leibell & Prince
On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan. mark for My Articles similar articles
Financial Planning
September 1, 2009
Stacy Schultz
Staying Alive As the economic environment has pinned many financial advisors against a wall, for some, bankruptcy is their best chance at salvaging their business. mark for My Articles similar articles
Investment Advisor
November 2006
David L. Miller
A Law With an Immediate Effect The new landscape of bankruptcy in America: IRS officials and tax professionals review the impact of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 12, 2005
Roy Lewis
When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case. mark for My Articles similar articles
Financial Advisor
March 2007
Gregory Bresiger
Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist. mark for My Articles similar articles
Entrepreneur
January 2004
Jane Easter Bahls
Against Your Will Is your business drowning in debt? If so, you should know about a legal maneuver creditors can use to force your business into bankruptcy. mark for My Articles similar articles
The Motley Fool
August 31, 2007
John Rosevear
Don't Be Afraid of Bankruptcy Although bankruptcy's reputation is as a refuge for deadbeats, most of those who end up filing are regular folks who have gone through a life-changing (and finances-changing) experience. mark for My Articles similar articles
The Motley Fool
May 25, 2005
Tom Taulli
What Bankruptcy Reform Means for You This year, bankruptcy will become a much more severe option. Here's a look at the new law. mark for My Articles similar articles
Entrepreneur
May 2004
Scott Bernard Nelson
Trust Me Asset-protection trusts are one way for business owners and wealthy individuals to cover their assets when creditors come knocking. mark for My Articles similar articles
Financial Planning
June 1, 2005
David A. Twibell
Out of Reach How can financial advisers help their clients avoid a potential litigation nightmare? One option is to establish a self-settled asset protection trust (SSAPT). mark for My Articles similar articles
CFO
January 1, 2006
Tim Reason
Going for Broke Did Congress undermine a key pillar of American capitalism by tinkering with Chapter 11? mark for My Articles similar articles
On Wall Street
April 1, 2011
Lorie Konish
Taking On The Troubled Athlete When Ira Spiegel first came on to work as the accountant and financial advisor to embattled football star Michael Vick, it was a match made in bankruptcy court. 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
Financial Planning
November 1, 2005
Russell Wild
Worst-Case Scenario If we ask ourselves (and we need to ask ourselves) what financial planners can do to protect the assets of a client from serious illness or injury, the first two items on the list are clear: Adequate health insurance and a good disability policy. mark for My Articles similar articles
Financial Advisor
November 2004
Frontline News New CFP Board CEO Offers Her Ideas... FPA Has Its Day On Capitol Hill, Mixing Planning With Politics... Investigations May Aid Lawsuit To Rollback Broker Exemption... RIA Business Boomed in 2003, But Profit Margins Shrank... etc. mark for My Articles similar articles
Entrepreneur
September 2001
Chris Sandlund
Born Again Good businesses don't have to die just because they've gone hopelessly, out-of-control in debt. There is a place they can turn for redemption: the bankruptcy laws. mark for My Articles similar articles
AskMen.com
July 7, 2002
Donald Morrison
The Ups & Downs Of Bankruptcy While filing bankruptcy shouldn't be a shameful process, it is one that ought to be approached with caution. It's a means of repayment that isn't cut out for every financial situation, regardless of how catastrophic they may seem, and its consequences can be detrimental and far-reaching. mark for My Articles similar articles
BusinessWeek
November 12, 2007
R. Berner & B. Grow
Prisoners of Debt The fresh start promised by bankruptcy is under attack as big lenders keep squeezing money out of consumers whose debts were canceled by the courts. mark for My Articles similar articles
The Motley Fool
October 18, 2006
Dan Caplinger
Did Bankruptcy Reform Work? A year after new bankruptcy laws took effect, the results are still mixed. What is clear, however, is that many honest people are suffering for the bad actions of a few abusive debtors. mark for My Articles similar articles
AskMen.com
Terence Channon
Survive Bankruptcy Fortunately, there are logical steps and resources to help you survive and rebuild during these trying times. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2007
Brian Greenspoon
Bankruptcy Sales Understanding sales processes from a legal standpoint during bankruptcy can be useful for commercial real estate professionals in the current market conditions. mark for My Articles similar articles
Financial Planning
March 1, 2012
Miriam Rozen
New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances. mark for My Articles similar articles
The Motley Fool
March 10, 2005
Selena Maranjian
Bye-Bye, Bankruptcy? Expect to have a tougher time declaring bankruptcy soon. If you're deep in debt, learn more about the new rules. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Andrew Gluck
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals. mark for My Articles similar articles
AskMen.com
Terence Channon
How To: Declare Bankruptcy Times are tough and you've found yourself with a pile of credit card debt -- and you have no way to pay it off. Here's how to declare bankruptcy properly. mark for My Articles similar articles
The Motley Fool
May 19, 2010
Dan Caplinger
Why You Should Love Homeowner Defaults Overall, experience has shown that leniency in bankruptcy does more good than harm for society as a whole. mark for My Articles similar articles
Financial Planning
April 1, 2011
Martin Shenkman
The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate. mark for My Articles similar articles
On Wall Street
February 1, 2010
Bill Fleming
Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax. mark for My Articles similar articles
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.. mark for My Articles similar articles
Financial Planning
September 1, 2011
Ed Slott
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. mark for My Articles similar articles
Financial Planning
February 1, 2011
Martin Shenkman
Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading. mark for My Articles similar articles
Financial Planning
April 1, 2006
John Nersesian
Firm Protection Business owners may need a lot more than diversification to guard their assets than other financial planning clients. Insurance is only one aspect of their asset protection plan. Their needs reach beyond that into choosing the proper corporate structure for the business. mark for My Articles similar articles
Financial Planning
August 1, 2008
David A. Twibell
House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 7, 2011
Dan Caplinger
This Trend Could Destroy Your Savings New laws haven't stemmed the tide of bankruptcies. mark for My Articles similar articles
BusinessWeek
July 4, 2005
Amy Borrus
Creditors Will Crack The Whip Tough new rules will make corporate bankruptcies quicker and more brutal. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donald Jay Korn
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. mark for My Articles similar articles
BusinessWeek
October 29, 2007
Christopher Farrell
Bankruptcy Reform Bites Back For consumers, debt relief is harder to come by. And that's adding to housing woes. mark for My Articles similar articles
On Wall Street
September 1, 2009
Alan Foxman
"Senior" Designations Can Be Touchy Subject For Your Firm Questions about "certified senior advisor" designation... Buying stock of companies in bankruptcy... mark for My Articles similar articles
Financial Advisor
September 2009
Cathleen M. Clauson
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. 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
HBS Working Knowledge
August 25, 2003
Baker Library Staff
Researching Bankruptcies on the Web A place to start for researching or filing bankruptcies. mark for My Articles similar articles