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Financial Planning
June 1, 2006
Michael E. Kitces |
Are ILITs Dead? After the controversial Chawla decision, the status of irrevocable life insurance trusts remains ambiguous. Ultimately, financial planners must decide for themselves how aggressive to be with clients.   |
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. |
Financial Planning
March 1, 2011
Martin Shenkman |
Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address. |
Investment Advisor
September 2005
Alan R. Eber |
The Tax Advisor: The Foreign Trust Tax Solution Clients want protection against future creditors and unscrupulous predators. The foreign asset protection trust may in many cases provide the ideal defense. Also, some tax burdens can be relieved, legally, with Foreign Asset Protection Trusts (FAPT). |
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. |
Financial Planning
September 1, 2008
Martin M Shenkman |
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Trust Worthy Some good news that planners can tell their clients: The federal estate-tax exemption has just jumped from $2 million to $3.5 million, so this is an excellent time to review estate plans. |
Financial Advisor
October 2006
Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Life Insurance Trusts Escape estate taxes by transferring your life insurance to a trust. |
Financial Planning
July 1, 2011
Jay J. Freireich |
Earning Trust Financial planners can protect clients asked to manage a trust by advising them to review the responsibilities with their own lawyers to ensure that they understand the risks. |
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. |
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. |
Investment Advisor
May 2008
Marlene Y. Satter |
If A Stranger Calls Older clients may be tempted by stranger-oriented life insurance, but beware, it may not be as good as it sounds. |
On Wall Street
January 1, 2011
Matthew J. Lynch |
Team With Rivals To Better Serve Trust Clients As the financial services industry continues to grow more complex with increasing numbers of new business models, a surprising new niche has opened, allowing traditional rivals-financial advisors and trust companies-to work together. |
Registered Rep.
March 18, 2014
Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. |
Investment Advisor
November 2009
Marlene Y. Satter |
Insurance Update: Bonds. Death Bonds. Securitizing life insurance is Wall Street's latest idea. But is it really so new? |
Registered Rep.
October 23, 2013
Kevin McKinley |
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. |
Investment Advisor
May 2007
Susan L. Hirshman |
Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
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. |
Investment Advisor
January 2008
Marlene Y. Satter |
Not a Single Thing Of course you protect your clients' assets. But do you protect unmarried couples' assets equally? |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Financial Advisor
August 2006
Mary Rowland |
Unsettled Controversy and critics still shadow the growing life settlement market. Financial advisors should take a look at this segment and determine if -- and how -- they might evaluate it as an option for affluent clients in their retirement years. |
Investment Advisor
July 2009
Tere D'Amato |
Expert's Corner: When A Sure Thing Goes Bust It's time to get educated about Stranger Owned Life Insurance. |
Financial Advisor
January 2004
William S. Villafranco |
Whom Do You Trust? What factors should you consider when choosing a trustee? Using co-trustees, where one is a professional trustee and the other is a family member or close friend, may be the most effective choice. |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Irrevocable Trusts In addition to effectively transferring income tax liability from one person to another, irrevocable trusts can also be a good way to avoid or reduce estate taxation. |
