Recent Stories From This Author
May 1, 2013
Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.
April 1, 2013
Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.
April 1, 2013
New legislation means big changes for estate planning. Here's what you need to consider.
March 6, 2013
Some advisors already consider it the new Swiss Army knife of financial planning. But how can you use these for your clients?
March 1, 2013
With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
February 1, 2013
This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
January 7, 2013
The impact of last week’s tax accord in Congress -- officially known as the American Tax Relief Act of 2012 -- is likely to be far wider and more complex than many have imagined. And many of these complexities will directly impact financial advisors.
December 1, 2012
Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
November 1, 2012
As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.
September 1, 2012
Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
August 1, 2012
To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.
July 1, 2012
If difficult issues within a family are not confronted, even a well-crafted financial plan will fall short.
June 1, 2012
To deal with a potential decrease in the federal exemptions on estate and gift taxes, planners have vital issues to review with HNW clients.
March 1, 2012
It can be challenging - but enjoyable - advising those who are used to giving advice themselves.
February 1, 2012
Not all trusts are created equal, especially when it comes to protection in a divorce.
November 1, 2011
Although tax laws are more uncertain than ever, waiting to make estate planning moves could be costly.
October 1, 2011
Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.
September 1, 2011
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.
August 1, 2011
Four advisors share tips on how to get clients talking about estate planning.
July 1, 2011
A new chapter of estate planning begins after a client passes on.
