In Defense Of Stan O'NealDec 1, 2007,By David A. Geracioti We all know what a lousy third-quarter Merrill Lynch had it reported the worst loss in its 93-year history (a $2.3 billion net loss along with a staggering... Art Planning, For Everyone's SakeDec 1, 2007,By John Churchill One would think a client's collection of 50 cars, let alone 50 Corvettes, would be hard for a team of financial advisors and estate planners to ignore.... Giving Odd Lots To A Good CauseDec 1, 2007,By Kevin McKinley Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing... Talking Charitable Giving with ClientsOct 31, 2007,By Kristen French Some advisors say they feel unprepared and uncomfortable talking about charitable giving with clients. But those with experience say it’s both easy and rewarding. ... A Necessary UndertakingJul 1, 2007,By Kevin McKinley Helping a client with estate planning usually means a discussion of trusts, life insurance, and various gifting strategies, which ostensibly will protect... To Heir Is DivineJun 1, 2007,By Bob Margolis There are a number of smart strategies you can use to help your small business clients pass their business assets on to heirs. ... Helping Heirs Inherit The Earth (Responsibly)May 30, 2007,By Kristen French If you provide estate-planning services to wealthy aging clients, there’s one detail you might not want to overlook—because many of your clients probably have. Although most wealthy Americans plan to leave their money to their children, and believe it’s important that the next generation manage wealth responsibly, few of them have written any incentives into an existing will or trust. ... Through the Mortgage MazeNov 1, 2006,By Kevin McKinley Many older clients still have mortgages. How to advise them on whether to retire this debt... Caregiver for Life?Oct 1, 2006,By Stephen D. Gresham and Glen E. Gresham, M.D. Families with special needs children can become your best clients... Waiting Is the Smartest PartOct 1, 2006,By Kevin McKinley Postponing Social Security payments is often a smart idea that leads to a healthier retirement... Heir-Tight PlanningAug 1, 2006,By Janet Arrowood Whatever happens to estate taxes, there will still be a strong need for putting together trusts and insurance policies that enable your clients' assets to survive their death intact.... Grave MistakesAug 1, 2006,By Bill Singer When a client passes away you are still obligated to act in his best interest. If you don't, you may wind up wishing you could join them.... Looking At Long-Term CareMay 1, 2006,Halah Touryalai For advisors who haven't considered long-term care insurance for their clients, now might be a good time to take a look. ... Prodigious HeirsMar 1, 2006,By Anne Field Most brokers squander their inherited clients. Diligent advisors can build a practice out of them... Go With the (Reverse) FlowDec 1, 2005,Todd K. Ballenger We've been getting a lot of calls from financial advisors about reverse mortgages, and, clearly, we're not the only ones. According to a survey of 111... Be a Hero With the Stroke of a PenDec 1, 2005,By Kevin McKinley For most advisors, Let's look at your IRA beneficiaries is about the 39th step in the financial planning process if it gets addressed at all. Worse yet,... Spend The Money and Have It, TooOct 1, 2005,By Kevin McKinley It's easy to forget that retired clients of relatively modest means can actually develop huge adverse tax consequences once they are forced to take minimum... The Hard ConversationOct 1, 2005,By Tracy Byrnes When it comes to client-advisor communications about charitable giving, something is amiss. That, at least, is the conclusion of a survey conducted by... The Client as CorporationSep 1, 2005,By Russ Alan Prince The rapper Notorious B.I.G. had it right: The more money we come across, the more problems we see. If planning for wealthy people is daunting, planning... Beyond Baseball CardsAug 1, 2005,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual.... Helping Heirs Get TheirsAug 1, 2005,By Kevin McKinley Buried within many of the boilerplate financial planning questionnaires used by advisors is an innocuous little line that says something like, Any expected... The Inheritor's Safe RoomJul 1, 2005,By Kevin McKinley Inheritance is the stuff of dreams for advisors and clients alike, but it often has nightmarish potential. There's one good reason for this: People have... Being AdvancedJun 1, 2005,By Russ Alan Prince Ask the typical financial advisor if he provides advanced-planning services, and you are likely to receive an affirmative reply 99 percent of the time.... Splitting HeirsMay 1, 2005,By Kevin McKinley Say you meet up with a married couple in their mid 60s with three adult children and a net worth of $3 million $1.5 million in his IRA, $500,000 in their... Planning for the UnthinkableMay 1, 2005,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince In the wake of the Terry Schiavo case and the death of Pope John Paul II many clients are focusing on end-of-life issues, particularly those surrounding... The State of Estate PlanningApr 1, 2005,Kristen French Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. But business is back. As the debate drags on... Estate of UncertaintyMar 1, 2005,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince The 2001 tax reform act built uncertainty into the estate-planning process. Under the act, estate tax rates decrease until 2009. The estate tax disappears... Peril to PlannersFeb 1, 2005,Thrupthi Reddy Estate taxes may be the bane of wealthy families, but they are a boon for wealth managers because clients need their help with trusts, gifts and investment... An RLT PrimerFeb 1, 2005,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the... The Age GameNov 1, 2004,By Kevin McKinley Quick: Which advisor is more likely to win the inherited assets: The one who established the estate plan that channeled a client's money to the next generation,... Because They CanNov 1, 2004,By Hannah Shaw Grove and Russ Alan Prince With more advisors chasing high-net-worth clients, family offices have officially entered buyer's market territory, which is bad news for those who dislike... Ado About I DoNov 1, 2004,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince The traditional family ain't what it used to be. According to the 2000 U.S. Census, there has been a sevenfold increase in the number of unmarried households... With Strings AttachedOct 1, 2004,By David T. Leibell, Daniel L. Daniels and Russ Alan Prince Even with the reduction in capital gains taxes and the possibility of a permanent repeal of the estate tax, wealthy individuals are showing increased... Web to the WiseOct 1, 2004,By Kevin McKinley This column lives up to its tag only insofar as it addresses a frequent shortcoming in advisors of my age group. I'm talking about putting the Web to... On Ambulance Chasing and Asset ProtectionSep 1, 2004,By Daniel L. Daniels, David T. Leibell and Russ Alan Prince As anyone who rides public transportation or watches late-night TV can attest, our society is a litigious one. We've all seen the ads: Have you or someone... |
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