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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
September 2005
Grove & Prince |
The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
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 Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
The Motley Fool
September 20, 2005 |
Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address. |
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. |
The Motley Fool
May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
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. |
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. |
Financial Planning
January 1, 2009
Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
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 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
Sep/Oct 2013 |
CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate. |
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
May 1, 2005
Paramjit Mahli |
Adviser Pulse Affluent investors need more tax planning advice. |
Financial Advisor
October 2005
Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. |
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. |
Financial Advisor
November 2005
Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. |
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
July 2009
James J. Green |
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought. |
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. |
Registered Rep.
April 21, 2003
Ross Tucker |
Optimism Among Wealthy Grows Good news for advisors looking to land affluent clients: Wealthy Americans are starting to regain confidence in future business and market conditions. |
Salon.com
February 15, 2001
Sam Fleischacker |
Why capitalists should like estate taxes From Adam Smith to Thomas Jefferson, lovers of freedom have demanded that social privilege be earned -- not inherited... |
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, 2011
Martin Shenkman |
Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws. |
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. |
Financial Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
AFP eWire
November 20, 2006 |
Accountability, Impact Build Trust in Nonprofits for Wealthy Donors Providing evidence of what their contributions have accomplished and abiding by high levels of accountability are the two critical ways that nonprofits can build trust, especially for wealthy donors, according to a new survey. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
The Motley Fool
December 31, 2009
Dan Caplinger |
This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo. |
Financial Advisor
November 2003
Grove & Prince |
Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them. |
Registered Rep.
April 1, 2005
Kristen French |
The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing. |
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. |
BusinessWeek
September 20, 2004
Gleckman & McNamee |
What A "Fairer" Tax Code Might Look Like A reelected Bush may rework the existing system -- or try for a consumption tax. His previous tax cuts and other ideas offer some hints as to where Bush-style reform might go. |
Financial Advisor
May 2004
Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. |
Registered Rep.
November 3, 2010
Diana Britton |
Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance. |
Financial Advisor
September 2012
Eric L. Reiner |
Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised. |
National Real Estate Investor
October 14, 2003
Jessica Miller |
Survey: Most Corporate Real Estate Execs Not Planning To Move Jobs Overseas Corporate real estate executives at large corporations won't be moving many higher level or service functions overseas in the next 12 months, according to a study conducted by CoreNet Global, an industry association of corporate real estate executives. |
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 2003
Eric L. Reiner |
Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite. |
Investment Advisor
July 2008
Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. |
Financial Advisor
January 2004
Grove & Prince |
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client |
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 |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
Financial Planning
May 1, 2013
Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
Registered Rep.
September 1, 2005
David A. Geracioti |
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
AFP eWire
November 13, 2006 |
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. |
