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Registered Rep.
June 19, 2012
Alan Lavine |
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.   |
Commercial Investment Real Estate
Mar/Apr 2015
Mary Stark-Hood |
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
Financial Advisor
November 2012
Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
Financial Planning
August 1, 2011
Donald Jay Korn |
Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now. |
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. |
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
June 27, 2006
Dan Caplinger |
Protecting Your Small Business If your business partner moves on, make sure your business can still prosper. |
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
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
The Motley Fool
June 26, 2007
Dan Caplinger |
Shacking Up With Strangers What would you do to own a home? Many San Francisco residents buy property with a method known as tenancy in common. |
Financial Planning
August 1, 2013
Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
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. |
On Wall Street
November 1, 2011
Mayoras & Mayoras |
Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court. |
Investment Advisor
August 2007
Thomas D. Giachetti |
Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place. |
Financial Planning
January 1, 2007
David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
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. |
Inc.
November 2006
Stephanie Clifford |
How To Write a Buy-Sell Agreement Along with a general agreement about ownership and responsibilities, every business with multiple owners needs a buy-sell agreement. |
Commercial Investment Real Estate
Sep/Oct 2006
Alexandra Aiken |
15 Guidelines for Tenant-In-Common Properties and Sponsors Proper structuring is a critical step in tenancy-in-common transactions. Pursuant to Revenue Procedure 2002-22, the IRS will consider issuing a private-letter ruling to an interested party if the following 15 conditions are met and/or are present in a proposed TIC transaction. |
The Motley Fool
January 9, 2007
Dan Caplinger |
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Financial Advisor
June 2007
Gavin Morrissey |
Bonus Copy: Avoiding Probate and Problems Why is avoiding probate so important? And how can you ensure that your financial advisory clients' assets will avoid probate without disrupting the flow of those assets under the original estate plan? Let's take a look. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Financial Planning
June 1, 2011
Martin Shenkman |
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. |
BusinessWeek
June 11, 2007
Deborah L. Jacobs |
Detente at the Cottage Strategies for keeping a co-owned vacation home from tearing the family apart. |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
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. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
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
March 1, 2007
Tere D'Amato |
Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise. |
Registered Rep.
August 1, 2005
Janet Arrowood |
When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement. |
Job Journal
June 26, 2005 |
No Small Feat If you are thinking about starting your own business, here are some questions you should ask yourself, a look at possible business structures, and some useful websites. |
Financial Planning
May 1, 2008
Jeanne Lee |
Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. |
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. |
Inc.
June 2007
Daniel Akst |
Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments. |
Commercial Investment Real Estate
Jul/Aug 2003
John Mangham |
Partnerships Can Use These Methods to Protect 1031 Gains Property owners wishing to dispose of appreciated assets often use Internal Revenue Code Section 1031 exchanges to defer capital gains taxes. However, partnerships wishing to execute exchanges face unique challenges, particularly when individuals in the partnership have diverging investment goals or want to cash out. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
CFO
August 1, 2006
Scott Leibs |
Cabin Fever Don't let a vacation home become the perfect place for your cash to get away. |
Financial Planning
September 1, 2007
Barbara H. Cane |
The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing? |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
The Motley Fool
November 15, 2006
Dan Caplinger |
Flip Over FLPs: Part 1 When used correctly, a family limited partnership can enable you to make gifts to future generations more efficiently, while retaining substantial control over the investment and distribution of partnership assets. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. |
Commercial Investment Real Estate
Nov/Dec 2008
Christopher J. Truitt |
The Partnership Puzzle LLCs may provide the missing piece in real estate tax structures. |
The Motley Fool
June 29, 2006
Dan Caplinger |
Starting a Small Business: Partnerships Establishing your business as a partnership offers flexibility but potential liability. |
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. |
