| Similar Articles |
|---|
 |
National Real Estate Investor
December 1, 2004
Parke Chapman |
Liquidity in the Pacific The Hawaii-based estate of James Campbell, which owns a diversified portfolio of 59 commercial properties around the nation, will become a $2 billion real estate operating company within three years.   |
Financial Planning
August 1, 2005
Mitchell Rose |
Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly. |
Trusts & Estates
November 11, 2002
Christopher H. Gadsden |
The Hershey Power Play The Hershey imbroglio -- and the proposed state legislation it has inspired -- may broaden the state attorney general's scope of review of charitable trusts, burden trustees of charitable trusts with new duties, and cause donors to doubt whether their charitable purposes will be served. |
Financial Advisor
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
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. |
National Real Estate Investor
August 1, 2005
Nicholas Yulico |
Investment Wave Strikes Hawaii A construction boom in the retail and apartment sectors is being fueled by robust tourism and low unemployment. Meanwhile, mainland U.S. investors have shown more interest in the state after an East Coast company purchased some of Hawaii's most desirable industrial properties. |
Real Estate Portfolio
Mar/Apr 2003
Mike Fickes |
Imagination at Work GE Real Estate, a unit of General Electric, continues to make aggressive strides in expanding its global real estate portfolio. And while real estate may not be the company's signature business, GE Real Estate has amassed a portfolio valued at $27.4 billion and growing. |
Real Estate Portfolio
Jan/Feb 2001
Michael Fickes |
A Continental Flair Founded just over a year ago in November, 1999, Amsterdam-based EPRA has so far attracted 78 members, established the first real time index of public real estate companies across Europe, and laid a foundation for promoting a pan-European public real estate industry... |
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
July 2005
Bruce W. Fraser |
How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill. |
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. |
The Motley Fool
June 20, 2006
Dan Caplinger |
When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
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
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
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. |
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
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. |
AFP eWire
August 13, 2004 |
Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving. |
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. |
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. |
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. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Single and Starting Out Estate planning for young singles is usually not complicated, but by briefly considering a few basic issues, you can make things a lot easier for the people who love you if something unforeseen does happen. |
National Real Estate Investor
September 1, 2006
Bennett Voyles |
Breaking the Color Barrier Although their presence remains small, African Americans who are well established in the commercial real estate industry say that staffs are slowly growing more diverse. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
National Real Estate Investor
October 1, 2004
Matt Hudgins |
It Pays for Corporate Execs to be Strategists Pay for top corporate real estate officers spiked 9% in 2003. And one reason for the increase is that they are being asked to do "more than just management work ... so they are woth more." |
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? |
Financial Planning
September 1, 2005
Lynn S. Clarke |
Good Reads Basic books about estate planning can help clients ask the right questions. Here are three to suggest. The Complete Book of Wills, Estates & Trusts by Alexander A. Bove Jr., second edition... The American Bar Association Guide to Wills & Estates, second edition... etc. |
| Knowledge@Wharton |
What Does the Future Hold For Real Estate? Some thoughts that emerged from a recent Wharton panel for the discussion on the future for real estate private equity funds |
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? |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Real Estate Portfolio
Nov/Dec 2005
Charles Keenan |
REIT Visionary Vornado's Steven Roth has not only built one of the top-performing and largest REITs from scratch, but also has helped guide an industry from infancy into a maturing, growing engine of the American economy. |
Commercial Investment Real Estate
Jul/Aug 2004
Sara Drummond |
Mastering Your Future Commercial real estate pros weigh in on the value of advanced degrees versus experience. |
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. |
Registered Rep.
April 17, 2003
Ross Tucker |
Goldman Acquiring Fee-Based Advisory Goldman Sachs announced plans to acquire The Ayco Company, one of the country's oldest fee-based advisory firms. The deal, which would add $6 billion to Goldman's $347 billion in assets under management, is notable for Goldman's interest in a business comprised of middle-rich clients. |
Foundation News & Commentary
Sep/Oct 2005
Alfred L. Castle |
Philanthropy in Paradise Hawaii has a centuries-old track record of identifying problems and crafting solutions through family philanthropy. |
National Real Estate Investor
August 1, 2004
Steve McLinden |
Masters in Training The country's approximately 15 dedicated real estate grad programs and additional 30 MBA programs with a real state emphasis appear to be adjusting as quickly as possible to the fast-evolving industry. |
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
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. |
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. |
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. |
Real Estate Portfolio
Mar/Apr 2003
Christopher M. Wright |
Q&A with Mark Patterson Mark Patterson, Global Head of Real Estate Investment Banking at Salomon Smith Barney, shares his thoughts on the capital markets for publicly traded real estate and the economy as a whole. |
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. |
National Real Estate Investor
May 1, 2006
Christine Perez |
Fielding Offers Supporting a new trend in the commercial real estate industry, here is how an architect decided to earn an MBA in real estate to better understand the strategic and financial decisions critical to getting a construction project off the ground. |
BusinessWeek
October 3, 2005
Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes. |
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? |
Real Estate Portfolio
Jul/Aug 2002
William D. Sanders |
Opening the 401(k) Marketplace It may well be that the 401(k) marketplace has the greatest potential for spurring significant growth in real estate stock investing over the next decade. |
Commercial Investment Real Estate
Mar/Apr 2003
Chere LaRose-Senne |
Congress Revisits the Issue of Banks Selling and Managing Real Estate Commercial real estate professionals should stay informed on the progress of the Community Choice in Real Estate Act. |
National Real Estate Investor
August 1, 2006 |
Story on Newly Minted MBAs Snubs Leading Universities Letter to the editor: There are some 115 real estate programs at universities around the country. But there are only a handful of schools that have full programs, with regular full-time real estate professors. |
Salon.com
July 25, 2000
Steve Bodow |
No relief Repeal of the estate tax will help only the rich, but will cost us all. |
