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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.   |
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. |
Financial Planning
August 1, 2008
Martin M Shenkman |
Avoiding a Painful Trap Increasingly, clients' investments are being structured in family limited partnerships (FLPs) or family limited liability companies, but it is important to be aware of possible tax triggers. |
The Motley Fool
November 15, 2006
Dan Caplinger |
Flip Over FLPs: Part 3 A family limited partnership can help you make gifts that can reduce your estate tax liability while also preventing your children and other recipients from gaining access to large amounts of cash. Although it's spelled "FLP," be sure to cross those t's and dot those i's. |
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. |
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. |
Inc.
July 2005
Allen P. Roberts Jr. |
Family Partnerships Under Scrutiny The IRS takes a closer look at one way business owners sidestep estate taxes. |
The Motley Fool
November 15, 2006
Dan Caplinger |
Flip Over FLPs: Part 1 When used correctly, a family limited partnership can enable you to make gifts to future generations more efficiently, while retaining substantial control over the investment and distribution of partnership assets. |
Financial Planning
October 1, 2005
Michael E. Kitces |
Knockout Blow? The Strangi case may finally be lost, but family limited partnerships (FLP) remain a viable estate planning tool. Consequently, there are several planning tips and implications from this FLP-IRS saga that planners should be aware of in estate tax planning. |
Financial Advisor
September 2004
Dudley, Fast & Wallace |
How FLPs Can Survive IRS Scrutiny Properly formed and managed entities with true business purpose will succeed in both the gift and estate tax discount games. Business purpose makes the difference: Taxpayers without it are just rolling the dice. |
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 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. |
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. |
Financial Advisor
March 2004
Eric L. Reiner |
Are You Really Managing For The Long Term? Restricted management accounts can improve returns. |
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. |
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. |
On Wall Street
April 1, 2010
Martin Shenkman |
Estate Taxes In Flux: Is The Silver Spoon Tarnished? Financial planners can use various strategies to navigate the estate-tax repeal. But, here's the burning question: Is the repeal is here to stay? |
Financial Advisor
July 2004
Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
Financial Planning
September 1, 2008
Donald Jay Korn |
The Art of Appraisals A smart advisor will fill in an appraiser about the purpose of the evaluation at the time of the engagement. There's nothing wrong with indicating how the appraisal will be used. |
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. |
