| Similar Articles |
|---|
 |
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.   |
Investment Advisor
October 2009
James J. Green |
Getting Estate Planning Help The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. |
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.
August 24, 2011
Charles Paikert |
Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business. |
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. |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
Registered Rep.
December 13, 2011
Charles Paikert |
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. |
Financial Advisor
September 2004
Grove & Prince |
How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business. |
Financial Advisor
April 2007
Grove & Prince |
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. |
Financial Advisor
February 2012 |
Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins. |
Investment Advisor
December 2007
Marlene Y. Satter |
A Taxing Dilemma Are your financial advisory clients getting more worried about estate taxes? Help set their minds at ease with these options. |
Financial Planning
August 1, 2011
Martin Shenkman |
Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way? |
Investment Advisor
February 1, 2011
Andy Hyltin |
Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done. |
The Motley Fool
April 20, 2007
Buz Livingston |
Asia's Answer to Anna Nicole Inheritance battles: not just for Westerners anymore. Good estate planning results are difficult to attain. Ask any estate attorney and you will hear that heirs squabble over minutiae. Communication can make the estate planning process more seamless and less stressful. |
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. |
National Real Estate Investor
March 1, 2003
Jim Arbury |
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. |
Financial Advisor
August 2004
Grove & Prince |
U.S. Small Business Owners: Product Use and Interest For financial advisors sizing them up as clients or prospects, they are excellent candidates. But their complex needs and family situations require unique solutions. |
Investment Advisor
July 2007
Elizabeth D. Festa |
Getting Your Affairs in Order A tax lawyer serves clients who must face death and is now trying to educate the general public on the benefits of estate and other financial planning. |
Registered Rep.
May 1, 2006
Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
Real Estate Portfolio
Mar/Apr 2002
Matt Slepin |
Leadership, Leadership, Leadership Publicly traded real estate companies have helped transform the real estate business from one of a collection of assets to one of long term, world class, operating and investment companies... |
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 Advisor
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
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. |
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. |
Financial Planning
November 1, 2008
Stacy Schultz |
Today's Business Owner A new study shows that business owners represent 37% of high net worth households and nearly one-third of retirees. These wealthy entrepreneurs present unique challenges to advisors. |
Commercial Investment Real Estate
Jan/Feb 2012
Scott J. Kolb |
Employment Evolution Commercial real estate jobs adapt to new market dynamics. |
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 |
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. |
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. |
National Real Estate Investor
September 1, 2005
Howard Menell |
Apartment Owners Wary of Tax Reform Apartment executives are cautious about pending tax reform, having suffered from other efforts to tweak our tax system. Fortunately, many of today's leaders seem to appreciate the complex and long-term nature of real estate investments and the need to maintain stability in the commercial real estate markets. |
Registered Rep.
December 24, 2012
Jim Moniz |
Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan. |
Registered Rep.
May 14, 2010
Jerry Gleeson |
Congress Mulls "Prepaid" Estate Tax Legislators in Congress are reportedly considering creating a kind of Roth IRA version of the estate tax. |
The Motley Fool
May 3, 2004
Selena Maranjian |
Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it. |
The Motley Fool
July 27, 2009
Dan Caplinger |
This Trap Will Hit You Harder Than a Bear Market The estate tax is poised to become a much bigger problem in a couple of years. If Congress doesn't take action, then in 2011, estate tax laws will become much more stringent -- including a maximum rate of 55% and a much lower exemption amount. |
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 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. |
Real Estate Portfolio
May/Jun 2007
Dees Stribling |
The Dawning of Derivatives REIT and real estate derivatives are introduced as a new financial tool in the real estate world. |
Financial Advisor
March 2004
Raymond Fazzi |
No Letup In Real Estate When the equity market sank during the three years leading up to 2003, investors were able to find some measure of comfort by moving money into REITs and other real estate investments. |
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. |
Financial Advisor
July 2005
Grove & Prince |
The Affluent And The Federal Estate Tax Reform, repeal--and some sharp differences of opinion: This is the first in a series of articles about the federal estate tax and what the affluent think about it. |
Financial Advisor
August 2005
Grove & Prince |
The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
Financial Advisor
May 2005
Raymond Fazzi |
Is Real Estate For Real? The questions being whispered on Wall Street ask if real estate values have gone too far out of sight after five years of serving as a "safe" refuge for investors battered by the volatile equity market. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
