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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 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.
The Motley Fool November 15, 2006 Dan Caplinger	Flip Over FLPs: Part 2 Since the recent election makes estate-tax repeal unlikely, estate-planning strategies like family limited partnerships will probably remain an important tool in your fight against estate taxation.
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.
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 Advisor October 2006 Richard L. Harris	Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients.
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 June 13, 2006 Dan Caplinger	A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family.
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 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.
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 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.
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.
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.
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?
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.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
Trusts & Estates David A. Handler	Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes.
Financial Planning January 1, 2009 Martin M Shenkman	Revisiting Clients' Plans The markets have continued their swoon and your clients are, understandably, shell-shocked. One way to contain the damage is to work on things that, unlike the market, can be controlled.
Financial Planning December 1, 2012 Donald Jay Korn	Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
Financial Planning October 1, 2010 Martin Shenkman	Estate Issues While the estate tax law remains in limbo, what's a planner to do? Here, some important questions are answered.
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. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
Financial Planning March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
Financial Planning September 1, 2007 Martin M. Shenkman	Estate Planning: The Great Powers You may think that powers of attorney are simple, but once you have to use them that may not be the case.
Financial Advisor November 2006 Renn & Seneco	Defective Thinking Wealthy clients can benefit by the carefully planned use of an intentionally defective grantor trust. A small gift, followed by an installment sale of property to an IDT can be an effective means to transfer assets with relatively little gift or estate tax cost.
The Family Room	Making Holidays Meaningful for Children For many children the holidays mean just one thing: getting more stuff. As parents, we want to change this perspective, but when we try to modify our habits, we find ourselves controlled by unconscious gift giving rules...
Investment Advisor July 2009 Peter McCarthy	Bilocation As families straddle various countries and jurisdictions, they also encounter a range of new issues that may threaten their financial security and their control over important family decisions. Let's explore some of these issues and how advisors can help.
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 July 7, 2006 Dan Caplinger	Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you.
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. October 1, 2002 Roy M. Adams	An Estate Planning Disaster Averted Family limited partnerships and limited liability companies are useful estate planning tools. The verdict in the Hackl case showed that the gift tax exclusion may not apply to gifts of partnership units or LLC interests if things are not structured carefully.
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.
Registered Rep. January 12, 2011 Douglas Moore	Tax Law Changes To Plan For In 2011 and 2012 Here's a general overview of some the issues that should be discussed with clients.
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 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.
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.
Registered Rep. April 1, 2008 Alan Lavine	Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors.
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.
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 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.
The Motley Fool April 29, 2005 Selena Maranjian	Oprah's Taxing Issues If Oprah cuts you a check, is it income or a gift?
Inc. August 2007	Toeing the Line Here's a guide to culturally appropriate gifts, and how to present them in five emerging markets.
Investment Advisor May 2009 Melanie Waddell	Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year.
Financial Planning January 1, 2009 Ed Slott	Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account.
AFP eWire February 18, 2014	Major Gifts for Small Shops: The Major Gifts Challenge Amy Eisenstein has helped small and large nonprofits alike raise millions of dollars through major gift and capital campaigns, board development, annual fund campaigns, direct mail, and planned gift solicitation.
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.
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.
Financial Planning September 1, 2008 Martin M Shenkman	Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.