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BusinessWeek October 3, 2005 Toddi Gutner	Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes.
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.
Financial Planning October 1, 2008 Martin M Shenkman	Leaving More to Beaver Like all estate planning strategies, qualified personal residence trusts (QPRTs) are great for reducing taxes under the right circumstances.
Investment Advisor April 2008 Gavin Morrissey	Up the Down Staircase A qualified personal residence trust can help clients benefit from a down real estate market.
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.
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 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.
The Motley Fool November 14, 2006 Dan Caplinger	Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift.
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 March 2011 Deborah L. Jacobs	Making The Move Now may be the time for some clients to shift a costly home to their children.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
Registered Rep. November 1, 2004 Susan L. Hirshman	When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home.
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.
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.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
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 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.
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.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
The Motley Fool October 1, 2004	Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts.
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.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
The Motley Fool December 3, 2007 Mary Dalrymple	Gift-Card Gotchas If you've got a gift card or two on your shopping list, consider these tips for making them gifts without grief from a financial standpoint.
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?
The Motley Fool November 9, 2006	Capital Gains on Gifts How do capital gains work on stock received as a gift?
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.
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.
Registered Rep. November 1, 2004 Daniels, Leibell & Prince	Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family.
On Wall Street October 1, 2011 Jones & Luscombe	Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Entrepreneur March 2008	The Big Show L.A.'s the place to be this month for the latest in gifts and fashion.
CFO February 1, 2007 Chuck Jaffe	The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them.
The Motley Fool December 6, 2004	Gift Stock and Capital Gains Gift-giving season is around the corner, as is the end of the year, with all its tax effects. So now is a good time to consider what happens, taxwise, to gifts of stocks.
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.
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.
The Motley Fool December 15, 2006 Mary Dalrymple	Holiday Panic Attack? Shopping at the last moment can lead to some financial peril, if you're not careful. Here are some ideas for keeping your head while doing your last-minute shopping.
The Motley Fool January 3, 2007	Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes?
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.
Registered Rep. May 1, 2004 Henry M. Grix	The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment.
Financial Planning October 2, 2007 Martin M. Shenkman	Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.
AskMen.com Chris Rovny	Valentine's Day Gift Ideas Because finding the right Valentine's Day gift is probably the most difficult shopping experience in any man's life, here are a few basic gift ideas, depending on your particular relationship level.
The Motley Fool December 19, 2006 Mary Dalrymple	Play Your Gift Cards Wisely Last-minute tips for buying and using gift cards.
The Motley Fool December 15, 2007 Elizabeth Brokamp	What Gives With Gift Cards? Get the real scoop on the gift card and whether you should buy or stay away.
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 Planning March 1, 2011 Martin Shenkman	Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address.
The Motley Fool November 29, 2004 Selena Maranjian	Careful With Those Gift Cards! If you're a buyer of gift cards, read the fine print, and learn how the card works before you buy it.
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
The Motley Fool February 1, 2007 Selena Maranjian	Your Loved Ones' Money Down the Toilet Much of the money spent on gift cards is going to end up down the toilet. Remember to use yours.
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.