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BusinessWeek
December 22, 2003
Anne Tergesen |
The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive.   |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
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 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. |
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. |
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? |
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. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again. |
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. |
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. |
Financial Planning
October 1, 2005
Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
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. |
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 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 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.. |
Inc.
June 2005
Amy Feldman |
Fifty States, a Thousand New Tax Laws States are increasingly "decoupling" their tax codes from the federal government's, creating big headaches for business owners. |
Inc.
August 2004
Nadine Heintz |
How I Learned to Stop Worrying and Love the Death Tax While there is scant statistical evidence that small businesses are affected by the so-called "death tax," it is nonetheless considered a bogeyman preying on entrepreneurs and family farms. But you can rest a little easier with these smart, and legal, estate-planning strategies. |
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. |
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. |
Registered Rep.
April 1, 2008
Alan Lavine |
Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. |
Commercial Investment Real Estate
Jan/Feb 2006
Howard Kass |
Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs. |
Inc.
May 1, 2000
Jill Andresky Fraser |
Private Company Stock Finance 101: How many shares should you issue? How do you price them? It all depends on what you're up to |
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. |
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. |
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. |
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise |
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. |
Registered Rep.
August 1, 2006
Janet Arrowood |
Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years. |
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
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. |
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 Advisor
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
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. |
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 Advisor
February 2005
Eva Marer |
A Big Practice Without Managing Assets Financial adviser Rich Rojeck has cultivated a high-net-worth---and highly illiquid---clientele. |
Registered Rep.
February 1, 2005
Thrupthi Reddy |
Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals. |
Registered Rep.
October 1, 2002
Roy M. Adams |
An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully. |
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. |
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. |
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. |
Trusts & Estates
September 30, 2002
Susan Hansen |
Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism. |
Registered Rep.
June 2, 2015
Carol Kroch |
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. |
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. |
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. |
Registered Rep.
July 1, 2004
Daniels, Leibell & Prince |
Founder's Day Conundrum With good planning, a founder can move significant value out of his estate with little or no gift- or estate-tax cost. Here are five pre-IPO strategies financial advisors can employ to protect a company founder's future gains. |
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. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
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. |
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. |
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. |
