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Financial Planning
May 1, 2010
Martin Shenkman |
Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer.   |
On Wall Street
August 1, 2010
Warren K. Racusin |
Congress Grapples With GRATs The use of GRATs to beat estate and gift taxes still offers some benefits but a new bill could eliminate those advantages. |
Financial Advisor
November 2009
Deborah L. Jacobs |
Lemons Into Lemonade Whether the recession lingers in 2010 or the economy picks up, clients who transfer property now can reduce the size of a taxable estate while giving their beneficiaries substantial potential for those assets to increase in value later. |
Financial Advisor
December 2010
Lowell & Abati |
Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts. |
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. |
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. |
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
August 2009
Tere D'Amato |
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans. |
Financial Advisor
November 2004
Eric L. Reiner |
Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies. |
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. |
Registered Rep.
June 3, 2010
Jerry Gleeson |
Rats! GRATs Benefits Could Be Axed Attorneys are working feverishly to get clients' assets into a specialized trust before proposed federal legislation eliminates the provisions that have made it so popular as a means of significantly reducing taxes. |
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. |
Financial Planning
December 1, 2008
Martin M Shenkman |
Get It While You Can Trusts require careful planning during difficult market periods. Perhaps no trust is more sensitive to the effects of volatile markets than the grantor-retained annuity trust (GRAT). |
Financial Advisor
May 2010
Raymond Fazzi |
GRAT Limits Likely A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering. |
Financial Advisor
February 2010
Bruce A. Weininger |
Practical GRATs Although underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools. |
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. |
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. |
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.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
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.
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
Kevin McKinley |
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts. |
Investment Advisor
October 2007
Susan L. Hirshman |
Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships. |
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? |
On Wall Street
May 1, 2010
Seth D. Slotkin |
Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%. |
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. |
Financial Planning
June 1, 2013
Elizabeth Wine |
New Approach for Charitable Trusts Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling. |
Commercial Investment Real Estate
May/Jun 2013
Mary Stark Hood |
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
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. |
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. |
Investment Advisor
October 2009
Robert F. Keane |
Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients. |
Financial Advisor
September 2008
Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
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. |
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. |
Entrepreneur
April 2008
Farnoosh Torabi |
For All It's Worth The estate tax may disappear in 2010. keep your assets from doing the same by planning today. |
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 Advisor
January 2007
Gail Liberman |
Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property. |
Financial Planning
February 1, 2013
Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
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. |
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. |
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
February 2010
Gary C. Bubb |
Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo. |
Financial Advisor
October 2010
Roy Diliberto |
Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients. |
Financial Advisor
March 2010
Eric L. Reiner |
Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon. |
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. |
Investment Advisor
October 2009
Waddell & Keane |
Wealth Matters Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the administration's plans. Here's how your peers are taking action now. |
Financial Planning
March 1, 2010
Martin Shenkman |
Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay. |
The Motley Fool
April 26, 2007
Amanda B. Kish |
The Smartest Way to Invest for Retirement Mutual funds are the low-stress way of investing for retirement. |
Registered Rep.
October 1, 2002
Pamela J. Black |
Not So Easy Riders The bear market has created interest in annuities that offer guarantees on returns. A look at riders being offered to protect value, improve liquidity, etc. |
Financial Advisor
May 2004
Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. |
