Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor August 2005 Grove & Prince	The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
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?
Registered Rep. April 1, 2005 Kristen French	The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.
BusinessWeek December 22, 2003 Anne Tergesen	The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive.
Salon.com April 5, 2001 Dalton Conley	How to widen the black-white wealth gap Ignore the claims of rich, black estate-tax foes. The tax is good for African-Americans...
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 Advisor July 2005 Grove & Prince	The Affluent And The Federal Estate Tax Reform, repeal--and some sharp differences of opinion: This is the first in a series of articles about the federal estate tax and what the affluent think about it.
The Motley Fool October 20, 2004 Selena Maranjian	Few Self-Made Millionaires Many millionaires admit that they couldn't have done it without others.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Investment Advisor February 1, 2011 Lewis Schiff	Give It Away Today Philanthropists have gone public about why they give.
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
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 Advisor September 2005 Grove & Prince	The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
The Motley Fool May 3, 2004 Selena Maranjian	Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it.
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.
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.
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.
On Wall Street September 1, 2012 Mason Braswell	Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.
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.
Registered Rep. August 1, 2004 Daniels, Leibell & Prince	Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling."
Financial Planning November 1, 2010 Donna Mitchell	Smaller Fortunes Whatever the actual wealth-transfer number from generation to generation, planners will face the challenge of helping their affluent clients insure smaller fortunes and stretch estates over the next 40 years.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
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 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.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
National Real Estate Investor March 1, 2003 Jim Arbury	Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners.
The Motley Fool December 31, 2009 Dan Caplinger	This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo.
Financial Planning October 1, 2005 Jay Quinn	Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know.
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.
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 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 September 18, 2006 Hardy Green	Adam, We Hardly Knew Ye "The Authentic Adam Smith: His Life and Ideas" is an engaging look at the often-misrepresented 18th century philosopher.
AFP eWire April 26, 2004	Intergenerational Transfer of Wealth More Than Just Cash Recent article states large portion of intergenerational transfer of wealth to charities will be in the form of non-cash gifts.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
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.
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 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..
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Salon.com February 15, 2001 Joan Walsh	Plutocrats to the rescue! While the spineless Dems dither, the stiffest resistance to Bush's outrageous tax plan comes from an unlikely quarter: Warren Buffett and Bill Gates Sr....
On Wall Street August 1, 2011	Five Questions With Charlotte Beyer Charlotte Beyer started this private membership organization, now with 345 families in 17 nations, whose members oversee between $30 million and several billion dollars in assets. Here, she talks about how the wealthy invest now.
Financial Planning September 1, 2005	Corrections In the July Issue: Move Over, Advent... Lively Up You Web Site... August Issue: Estates Gone Awry...
Financial Planning December 1, 2011 Paul Schervish	Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy.
Financial Advisor November 2003 Eric L. Reiner	Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite.