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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 Planning January 1, 2011 Martin Shenkman	Keeping the Faith When it comes to estate and financial planning, religious topics are rarely discussed and almost never integrated into planning.
Financial Planning April 1, 2010 Martin Shenkman	Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you.
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
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.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Financial Planning March 1, 2011 Roger Verboon	Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Financial Planning July 1, 2011 Martin Shenkman	After Death Do We Plan Tremendous estate-tax planning opportunities exist following a client's death. While pre-death planning remains vital, post-death planning allows for oversights and errors to be corrected - and for new planning opportunities as well.
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.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Financial Planning March 1, 2010 Martin Shenkman	Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay.
On Wall Street April 1, 2010 Martin Shenkman	Estate Taxes In Flux: Is The Silver Spoon Tarnished? Financial planners can use various strategies to navigate the estate-tax repeal. But, here's the burning question: Is the repeal is here to stay?
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
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 February 1, 2012 Martin Shenkman	Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea.
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.
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
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 Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Registered Rep. September 9, 2015 David H. Lenok	The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Financial Advisor February 2006 Ronna Del Valle	Refocusing Estate Planning Generational Continuity, an uninterrupted financial connection between generations, may offer a way to move emotion-bound clients forward.
Financial Planning September 1, 2010 Matthew F. Erskine	The Collector's Dilemma Planners and advisors need to learn how to recognize when their clients have reached the tipping point between investor and collector.
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, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
On Wall Street April 1, 2012 Todd Colbeck	Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?
On Wall Street July 1, 2010 Martin Shenkman	Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times?
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
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.
Registered Rep. August 1, 2006 Janet Arrowood	Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years.
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 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 August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
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.
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
On Wall Street August 1, 2009 David Handler	Lessons from the Michael Jackson Estate -- So Far What lessons can advisors learn from Michael Jackson's estate for their own clients?
Financial Advisor June 2007 Andrew Gluck	Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
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 February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.