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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. |
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. |
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. |
Financial Advisor July 2004 Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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). |
CFO January 1, 2006 Tim Reason |
Going for Broke Did Congress undermine a key pillar of American capitalism by tinkering with Chapter 11? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
AskMen.com Terence Channon |
Survive Bankruptcy Fortunately, there are logical steps and resources to help you survive and rebuild during these trying times. |
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. |
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. |
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. |
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. |
Financial Advisor June 2007 Andrew Gluck |
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals. |
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. |
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. |
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. |
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. |
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.. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool January 7, 2011 Dan Caplinger |
This Trend Could Destroy Your Savings New laws haven't stemmed the tide of bankruptcies. |
BusinessWeek July 4, 2005 Amy Borrus |
Creditors Will Crack The Whip Tough new rules will make corporate bankruptcies quicker and more brutal. |
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. |
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. |
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. |
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... |
Financial Advisor September 2009 Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
HBS Working Knowledge August 25, 2003 Baker Library Staff |
Researching Bankruptcies on the Web A place to start for researching or filing bankruptcies. |