MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Trusts & Estates
David A. Handler
Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes. mark for My Articles similar articles
Financial Planning
August 1, 2012
Martin Shenkman
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Daniels, Leibell & Prince
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. mark for My Articles similar articles
On Wall Street
July 1, 2010
Martin Shenkman
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times? mark for My Articles similar articles
The Motley Fool
November 15, 2006
Dan Caplinger
Flip Over FLPs: Part 2 Since the recent election makes estate-tax repeal unlikely, estate-planning strategies like family limited partnerships will probably remain an important tool in your fight against estate taxation. mark for My Articles similar articles
Financial Planning
October 1, 2010
Martin Shenkman
Estate Issues While the estate tax law remains in limbo, what's a planner to do? Here, some important questions are answered. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2006
Renn & Seneco
Defective Thinking Wealthy clients can benefit by the carefully planned use of an intentionally defective grantor trust. A small gift, followed by an installment sale of property to an IDT can be an effective means to transfer assets with relatively little gift or estate tax cost. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2009
Peter McCarthy
Bilocation As families straddle various countries and jurisdictions, they also encounter a range of new issues that may threaten their financial security and their control over important family decisions. Let's explore some of these issues and how advisors can help. mark for My Articles similar articles
On Wall Street
October 1, 2011
Jones & Luscombe
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake. mark for My Articles similar articles
BusinessWeek
August 20, 2007
Deborah L. Jacobs
School Gifts That Skip Uncle Sam Well-off relatives can set up a HEET to pay tuition for one generation or many. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
October 1, 2009
Bill Fleming
Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning. mark for My Articles similar articles
Financial Advisor
October 2006
Richard L. Harris
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. mark for My Articles similar articles
Investment Advisor
February 2009
Lewis Schiff
Taking Advantage of a Down Economy The value of stocks, bonds, and real estate have dropped to levels that make it advantageous for high new worth clients to transfer assets to heirs. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2009
Deborah L. Jacobs
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later. mark for My Articles similar articles
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr.
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? 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 Advisor
September 2006
Beck & Leibell
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. mark for My Articles similar articles
Investment Advisor
August 2005
Tere D'Amato
The Tax Advisor: The FLP: Dead or Alive? Despite increased IRS scrutiny, family limited partnerships can still be great estate planning tools. mark for My Articles similar articles
BusinessWeek
May 8, 2006
Anne Tergesen
The Case For Prepaying Tuition A recent Internal Revenue Service ruling lends support to individuals who'd like to transfer even more tax-free by prepaying years' worth of tuition. mark for My Articles similar articles
Registered Rep.
September 9, 2010
Richard A. Behrendt
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Henry M. Grix
The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment. 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
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. mark for My Articles similar articles
On Wall Street
June 1, 2011
Racusin & Stiefel
Budget Proposal Presents Opportunities, Speed Bumps In light of the limited duration of the new tax laws and the president's proposals, advisors should work with clients to take advantage of these opportunities soon. mark for My Articles similar articles
Financial Planning
October 1, 2010
Donald Jay Korn
The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory. mark for My Articles similar articles
Registered Rep.
January 1, 2005
Kevin McKinley
Flip-Flopping on FLPs In the right situation, the family limited partnership is unrivaled among estate-planning strategies. mark for My Articles similar articles
Financial Planning
December 1, 2012
Donald Jay Korn
Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards. mark for My Articles similar articles
Financial Advisor
November 2004
Eric L. Reiner
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2006
I. Jay Safier
The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 7, 2006
Dan Caplinger
Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you. mark for My Articles similar articles
Financial Planning
December 1, 2010
Martin Shenkman
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning. mark for My Articles similar articles
Registered Rep.
May 27, 2011
Jerry Gleeson
Gift Tax Exemption Jumps, But Not Everyone's Feeling Generous By gifting assets, donors can remove them permanently from their estates, lowering the estates' future value and leaving them less exposed to estate tax liability when the donor dies. mark for My Articles similar articles
On Wall Street
May 1, 2010
Seth D. Slotkin
Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%. mark for My Articles similar articles
On Wall Street
July 1, 2013
Dave Lindorff
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. mark for My Articles similar articles
Registered Rep.
August 7, 2014
John Anzivino
Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill. mark for My Articles similar articles
Financial Planning
October 1, 2008
Martin M Shenkman
Leaving More to Beaver Like all estate planning strategies, qualified personal residence trusts (QPRTs) are great for reducing taxes under the right circumstances. mark for My Articles similar articles
Financial Advisor
March 2011
Deborah L. Jacobs
Making The Move Now may be the time for some clients to shift a costly home to their children. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2005
Suzanne McGee
9 Scenarios for the Future: 2015 How will financial planners manage these situations? Scenario #4: The Aftermath of Divorce... Scenario #5: Tuition Savings... Scenario #6: The Wealthy Widow... mark for My Articles similar articles
CFO
January 10, 2007
Marie Leone
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Kevin McKinley
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. mark for My Articles similar articles