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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, 2006 Gavin Morrissey	Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan.
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.
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 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
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.
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.
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.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
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.
Registered Rep. May 27, 2015 Susan R. Lipp	Note From The Editor: June 2015 Timely issues for advisors include retirement benefits, Social Security benefits, and estate planning.
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.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
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 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.
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.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
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?
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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.
Financial Planning May 1, 2008 Ed Slott	Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of.
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.
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.
Investment Advisor June 2006 Marlene Y. Satter	Insurance Update: Back to Basics New products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight of the basic purposes of products that can benefit their clients, even in a changing financial environment.
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.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
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.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
Registered Rep. February 1, 2006 Janet Arrowood	The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.
Registered Rep. May 1, 2005 Kevin McKinley	Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly.
The Motley Fool June 19, 2006 Dan Caplinger	Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family.
Financial Planning November 1, 2010 Martin Shenkman	The Planning Powerhouse Irrevocable life insurance trusts (ILITs) remain the Rodney Dangerfield of planning tools-they just don't get enough respect.
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?"
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
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.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
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."
Commercial Investment Real Estate Nov/Dec 2005 Chuck Wise	End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help.
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.
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.
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood	Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.
Financial Advisor November 2003 Eric L. Reiner	Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
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.
Entrepreneur May 2006 C.J. Prince	Death and Taxes Passing some of your business to your heirs now can help ensure they won't need to sell it later to pay Uncle Sam.