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Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
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.
Financial Planning April 1, 2007 Sheryl Garrett	Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family.
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.
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 February 2005 Eva Marer	A Big Practice Without Managing Assets Financial adviser Rich Rojeck has cultivated a high-net-worth---and highly illiquid---clientele.
Financial Advisor July 2004 Grove & Prince	The Concerns of America's Small Business Owners Family owners have a different perspective, and may need different solutions.
Entrepreneur February 2010 Rosalind Resnick	The Parental Responsibility of Estate Planning Tax-savvy ways to ensure that your children are financially secure after your death
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.
Financial Planning September 1, 2010 Matthew F. Erskine	The Collector's Dilemma Planners and advisors need to learn how to recognize when their clients have reached the tipping point between investor and collector.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
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.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Financial Advisor October 2007 Michael D. Erickson	Estate Planning Most non-U.S. citizens with U.S. connections and interests are generally aware of critical U.S. income tax principles. Here's how they can avoid costly assumptions based on U.S. income tax principles.
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 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.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
Entrepreneur September 2006 Jennifer Pellet	The Tic Tax Advantage Priced out of the soaring real estate market, but still want a piece of the pie? Real estate investors are turning to tenancies in common, or TICs, for the twin benefits of increased buying power and greater flexibility.
Investment Advisor January 2009 Lewis Schiff	What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner?
Financial Planning March 1, 2008 David Grau	In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this.
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.
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.
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.
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.
Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Registered Rep. October 1, 2005 Daniels, Leibell & Prince	Passing on the Family Business Done correctly, a good succession plan can ensure that a business transfers to the intended beneficiaries, that the business owner retains adequate control and cash flow for as long as desired, that family members are treated fairly and that the business survives, even thrives, for generations to come.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.
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?
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
The Motley Fool November 9, 2006 Dan Caplinger	Is Estate Tax Repeal Dead Now? If you were counting on estate tax repeal to solve your estate planning problems, you should think again. With a divided federal government, the estate tax will likely stick around a while longer.
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.
The Motley Fool June 26, 2006 Dan Caplinger	Who'll Take Over When You Go? After you retire, what should you do with your business? Planning for how your business will go on without you is as challenging as planning for how your business first started.
The Motley Fool June 16, 2006 Dan Caplinger	Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
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.
Entrepreneur August 2004 Scott Bernard Nelson	Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.
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?
Financial Planning February 1, 2010 Martin M. Shenkman	Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
Commercial Investment Real Estate Mar/Apr 2015 Mary Stark-Hood	Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit.
On Wall Street February 1, 2011 Richard A. Behrendt	Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.
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 Planning February 1, 2005 Grace W. Weinstein	Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes.
On Wall Street February 1, 2010 Bill Fleming	Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax.
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.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Investment Advisor August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.