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Investment Advisor
April 2008
Gavin Morrissey |
Up the Down Staircase A qualified personal residence trust can help clients benefit from a down real estate market.   |
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 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. |
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
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. |
BusinessWeek
October 3, 2005
Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes. |
Registered Rep.
April 1, 2006
Kevin McKinley |
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums. |
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. |
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. |
BusinessWeek
January 30, 2006
Anne Tergesen |
Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts. |
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
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
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. |
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. |
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. |
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. |
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. |
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 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
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. |
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. |
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. |
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. |
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 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. |
Financial Advisor
October 2006
Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. |
Financial Planning
March 1, 2005
Roccy DeFrancesco |
Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore. |
Financial Planning
January 1, 2009
Martin M Shenkman |
Revisiting Clients' Plans The markets have continued their swoon and your clients are, understandably, shell-shocked. One way to contain the damage is to work on things that, unlike the market, can be controlled. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
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. |
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. |
Inc.
December 1, 2000
Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do? |
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. |
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. |
Registered Rep.
November 1, 2004
Susan L. Hirshman |
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home. |
The Motley Fool
January 13, 2004
Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table. |
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. |
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. |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
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. |
The Motley Fool
January 30, 2007 |
Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much. |
The Motley Fool
August 11, 2006 |
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free! |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
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 Advisor
May 2004
Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. |
Financial Planning
March 1, 2011
Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. |
Financial Planning
November 1, 2011
Martin Shenkman |
Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws. |
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
