| Similar Articles |
|---|
 |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.   |
The Motley Fool
November 14, 2006
Dan Caplinger |
Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift. |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Financial Advisor
December 2004
Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
Financial Planning
December 1, 2007
Donald Jay Korn |
The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain. |
Financial Advisor
April 2005
Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
Registered Rep.
November 22, 2011
Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Financial Advisor
May 2004
Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. |
Financial Advisor
July 2006
Robert S. Bridges |
Parents As Bankers While they are not for everyone, intrafamily loans have the potential to offer many tax and savings benefits that can help to make the arrangement a significant benefit for wealthy families who choose it. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
On Wall Street
November 1, 2009
Parisi & Leung |
Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs. |
Financial Planning
July 1, 2010
Donald Jay Korn |
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. |
The Motley Fool
January 13, 2011
June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
Financial Planning
February 1, 2012
Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family. |
Financial Planning
July 1, 2013
Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. |
Financial Planning
October 2, 2007
Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options. |
Financial Planning
September 1, 2012
Martin Shenkman |
Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions. |
Financial Advisor
August 2008
Eric Rasmussen |
A House Divided Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids. |
The Motley Fool
November 13, 2006
Dan Caplinger |
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. |
Financial Planning
September 1, 2010
Paul Menchaca |
Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress. |
BusinessWeek
October 3, 2005
Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes. |
Financial Planning
July 1, 2009
Scott Schutte |
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? |
Registered Rep.
June 1, 2012
Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents. |
Financial Advisor
March 2011
Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
AskMen.com
Steven Shaw |
How To: Be A Godfather A look at some of the most important duties to help you learn how to be a godfather. |
Financial Advisor
November 2009
Caren Chesler |
Family Bonds Clients face both financial and emotional traps when they loan money to family. |
Investment Advisor
December 2006
Susan L. Hirshman |
Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients. |
Financial Advisor
March 2008
Eric L. Reiner |
Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets. |
Financial Advisor
June 2004
Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. |
Financial Planning
October 1, 2011
Ingrid Case |
Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles. |
Financial Advisor
November 2010
Andrew Gluck |
Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
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. |
Registered Rep.
June 7, 2011
Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
Investment Advisor
August 2010
Marlene Y. Satter |
College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study |
BusinessWeek
October 7, 2010
Ryan J. Donmoyer |
Wealthy Families' Living-Gift Strategy Families are locking in the historically low 35 percent gift tax and hoping they don't die before the end of the year, forfeiting the no-estate-tax bonanza. |
Financial Planning
August 1, 2010
Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy |
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
AskMen.com
August 25, 2015
Ryan McKee |
Money Lessons For Children Many parents leave their kids out of the conversation when it comes to financial matters. |
