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Financial Planning May 1, 2013 Jim Grote	How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership.
The Motley Fool November 26, 2008 Selena Maranjian	Is It Time to Be a Real Estate Maven? Property isn't the gold mine we often assume it is.
Registered Rep. May 1, 2006 Jennifer Popovec	All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.
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.
Entrepreneur March 2007 Robert Kiyosaki	Real Opportunities Get in on the next real estate boom, and grow by investing.
Investment Advisor February 1, 2011 Andy Hyltin	Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.
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 Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
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.
The Motley Fool April 20, 2007 S.J. Caplan	Commercial Real Estate Earnings Outlook While investors have fretted about the implosion of the housing market, the commercial real estate market has continued to reach new heights.
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?
Real Estate Portfolio Jan/Feb 2003	For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs.
Investment Advisor October 2009 James J. Green	Getting Estate Planning Help The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans.
Registered Rep. February 18, 2010 David A. Geracioti	The Return of the Estate Tax and "New Money" Financial advisors with entrepreneurial clients -- first-generation wealth creators -- best take heed of Obama's recently introduced plans to bring back the federal estate tax.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
The Motley Fool September 20, 2005	Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address.
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 May 3, 2004	Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money.
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
Financial Planning January 1, 2007 Donald Jay Korn	Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction.
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.
Investment Advisor November 2005 David J. Huber	The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.
Financial Advisor December 2009 Raymond Fazzi	A Sleeping Giant Green buildings save money on energy and other operating costs. Observers believe more such projects -- and possibly even green REITs -- will begin popping up once real estate recovers.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
Registered Rep. May 24, 2011	Second Quarter 2011 Investment Outlook: Appetite for Real Estate Grows Investors plan to to boost the size of their commercial real estate portfolios over the next 12 months.
The Motley Fool March 29, 2005 Selena Maranjian	Don't Bet on Real Estate There are good and not-so-good ways to invest in real estate. Here's some clarification on which ways are best.
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.
Registered Rep. February 1, 2005 Thrupthi Reddy	Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals.
Investment Advisor November 2006 Elizabeth D. Festa	Buy Local: Real Estate for Income While the overall real estate market has cooled a great deal in the past year, there are still many opportunities for investors.
Commercial Investment Real Estate Jan/Feb 2008 Jon Ruff	Balancing Act Commercial real estate investors and traditional wealth managers live in the same world but speak different languages. Discover how liquid assets can best offset an investor's illiquid risks.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
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.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
Real Estate Portfolio Nov/Dec 2004 Matthew Bechard	Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs.
The Motley Fool July 27, 2009 Dan Caplinger	This Trap Will Hit You Harder Than a Bear Market The estate tax is poised to become a much bigger problem in a couple of years. If Congress doesn't take action, then in 2011, estate tax laws will become much more stringent -- including a maximum rate of 55% and a much lower exemption amount.
Financial Planning December 1, 2006 Marshall Eckblad	Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children.
Financial Planning August 1, 2011 Shafer & Ellis	Eyeing REITs for Growth Commercial real estate can provide added diversification for investors. And current market conditions suggest now is the time to seriously consider them as an option for growth.
Financial Planning May 1, 2012 Ann Marsh	Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Commercial Investment Real Estate Mar/Apr 2011 William J. Scarpino	The Big Picture A long-term view can turn corporate real estate liabilities into assets.
The Motley Fool April 26, 2004 Selena Maranjian	What Are REITs? The popularity of real estate investment trusts has increased in recent years, as people have discovered this way to invest in real estate without actually buying any.
Financial Planning October 1, 2010 Paul Menchaca	What's Next for Real Estate Nothing else in this country has come to embody the American dream quite like home ownership. Not affluence, which few attain.
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.
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?
Real Estate Portfolio Special Issue 2005 Christopher Bechard	Foreign Investment in Real Estate is AFIRE An interview with the CEO of the Association of Foreign Investment in Real Estate (AFIRE) on the current state of foreign investment in U.S. real estate and REITs, as well as what we can expect in the future.
Entrepreneur July 2009 Rosalind Resnick	Real Estate's New Reality Does investing in income-producing real estate - long touted as the place to be for long-term growth and financial independence - still make sense after the beating the real estate market took?
Inc. September 2004 Norm Brodsky	Street Smarts: Hidden Assets When I realized my land was worth as much as my business, I really fell in love with real estate.