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Investment Advisor
August 2008
Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities.   |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
Financial Advisor
October 2006
Grove & Prince |
Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients. |
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
July 2004
Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
Investment Advisor
February 2008
Lewis Schiff |
Making Collaboration Work Interpersonal traits are central to the effectiveness of advanced planning collaborative teams. |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
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 Planning
November 1, 2007
John J. Bowen |
Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients. |
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. |
Financial Planning
October 1, 2011
Martin Shenkman |
Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities. |
Financial Planning
October 1, 2013
Ann Rieder |
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs? |
Financial Advisor
May 2006
Bruce W. Fraser |
An Undiscovered Asset Class Most advisors know little about the structured settlements market, yet the dollar amounts in settlements can range into the millions of dollars, thus making them a potentially profitable niche market for wealth managers and other fee-only advisors. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
Inc.
June 2007
Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
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 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. |
Financial Planning
September 1, 2007
Barbara H. Cane |
The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing? |
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. |
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
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
July 1, 2010
Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. |
On Wall Street
June 1, 2011
Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
Investment Advisor
June 2007
Lewis Schiff |
Outside Help For cases that call for complex solutions and require expertise in the needs of the high net worth, a private wealth specialist may be the solution. |
Investment Advisor
July 2007
Lewis Schiff |
High Performance Collaboration Advanced-planning financial advisors needs more than technical expertise. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Financial Planning
February 1, 2012
Ingrid Case |
Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win. |
On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
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 Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
AskMen.com
October 15, 2000
Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
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. |
Financial Planning
June 1, 2011
Martin Shenkman |
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. |
The Motley Fool
June 14, 2006
Dan Caplinger |
Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
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
June 1, 2010
Martin Shenkman |
"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans. |
Registered Rep.
February 1, 2003
Lynn O'Shaughnessy |
Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you. |
Financial Advisor
September 2009
Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. |
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. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
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. |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
