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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.   |
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. |
Registered Rep.
November 1, 2002
Jonathan Arfa |
Breaking Up Is Hard to Do Brokers partner up for a variety of reasons. Some kind of contract is needed when a partnership between members of a team of brokers is formed, whether it be between a senior broker and junior colleagues or just between two seasoned brokers. Brokers should consider this contract seriously. |
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. |
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. |
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. |
Financial Planning
July 1, 2010
Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. |
Financial Advisor
November 2012
Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
On Wall Street
June 1, 2011
Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
Investment Advisor
April 2007
Thomas D. Giachetti |
First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place. |
Inc.
June 2007
Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
Registered Rep.
November 1, 2005
Daniels, Leibell & Prince |
A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good. |
Financial Planning
July 1, 2012
Martin Shenkman |
The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients. |
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
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Financial Planning
June 1, 2012
Donald Jay Korn |
Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse. |
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. |
Financial Advisor
March 2012
Barbara Potter |
Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage. |
AskMen.com
Michael Hirsch |
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. |
Financial Planning
November 1, 2009
Martin M. Shenkman |
Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients. |
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 Planning
December 1, 2012
Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
Commercial Investment Real Estate
Nov/Dec 2010
Cara Lowe |
Business Breakups Preparation pays off when partnerships dissolve. |
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. |
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. |
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 Planning
April 1, 2007
Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
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
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
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. |
Global Services
January 24, 2008 |
Negotiating Service Deals with Equity Services transactions with an equity component are complicated and are associated with a wide range of risks factors. However, they can create positive financial returns if structured carefully. Here are a few guidelines on how to structure such transaction agreements. |
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. |
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. |
Financial Planning
November 1, 2007
David Grau |
Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress. |
PHONE+
December 30, 2009
Liu & Crowe |
Contracts: What Are the Basic Components of an Agent Agreement? A well-drafted agreement will define the rights and responsibilities of the parties involved, so as to minimize the risks that come from uncertainty and misunderstandings. |
Financial Planning
December 1, 2012
Martin Shenkman |
Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them. |
Financial Planning
October 1, 2013
Martin Shenkman |
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
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. |
Financial Planning
June 1, 2010
Martin Shenkman |
"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans. |
Financial Planning
December 1, 2010
Martin Shenkman |
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning. |
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? |
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. |
Investment Advisor
August 2008
Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities. |
Investment Advisor
September 2007
Gavin Morrissey |
After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly. |
Investment Advisor
January 2008
Lewis Schiff |
Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications. |
InsideFlyer
June 2012 |
Death, Divorce and Miles We take a look at what happens to your miles and points when you reach the end of the road. |
