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Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
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.
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.
Financial Planning March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
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 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 October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
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.
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.
Registered Rep. October 1, 2005 Rorie Sherman	Katrina and IRAs The relief efforts related to hurricane Katrina are doing what two decades of lobbying from the wealth advisory community could not: convincing legislators to let investors make tax-free donations from their IRA accounts.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
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.
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.
Commercial Investment Real Estate Jan/Feb 2007 Joan Owens	IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option.
Financial Advisor November 2007 Thomas J. Murphy	Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.
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.
Commercial Investment Real Estate Jan/Feb 2007 Daniel Cordoba	Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender.
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.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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.
The Motley Fool March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
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.
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.
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
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.
Financial Planning May 1, 2005 Ed Slott	A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse.
Investment Advisor December 2005	Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks.
Investment Advisor October 2006 Susan Hartman	Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc.
Financial Planning July 1, 2011 Ed Slott	Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
Financial Planning February 1, 2005 Jennifer A. Liptow	Bookshelf Parlay Your IRA Into a Family Fortune, by Ed Slott is a comprehensive guide that addresses the IRA planning needs of clients.
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.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Financial Planning October 1, 2006 Gavin Morrissey	Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan.
Entrepreneur September 2007 Jennifer Pellet	Roth Redux A new act raises the ban off of Roth IRAs.
Registered Rep. May 1, 2005 Kevin McKinley	Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly.
Financial Planning February 1, 2010 Martin M. Shenkman	Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them.
Registered Rep. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne	Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.
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.
Entrepreneur April 2008 Farnoosh Torabi	For All It's Worth The estate tax may disappear in 2010. keep your assets from doing the same by planning today.
The Motley Fool October 31, 2006 Dan Caplinger	Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move.
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.
Registered Rep. June 1, 2006 Lynn O'Shaughnessy	Rolling Up the Rollovers Financial advisors who embrace IRA-distribution planning gain the wealth of a virtually untapped niche market. Here's how to get started.
Financial Planning May 1, 2008 Ed Slott	Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of.
The Motley Fool June 20, 2006 Dan Caplinger	When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families.
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?