In Defense Of Stan O'NealDec 1, 2007By 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, 2007By 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.... Talking Charitable Giving with ClientsOct 31, 2007By 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, 2007By 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, 2007By 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, 2007By 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, 2006By Kevin McKinley Many older clients still have mortgages. How to advise them on whether to retire this debt... Caregiver for Life?Oct 1, 2006By 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, 2006By Kevin McKinley Postponing Social Security payments is often a smart idea that leads to a healthier retirement... Grave MistakesAug 1, 2006By 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.... Heir-Tight PlanningAug 1, 2006By 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.... Looking At Long-Term CareMay 1, 2006Halah 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, 2006By Anne Field Most brokers squander their inherited clients. Diligent advisors can build a practice out of them... Go With the (Reverse) FlowDec 1, 2005Todd 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, 2005By 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, 2005By 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, 2005By 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, 2005By 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... Helping Heirs Get TheirsAug 1, 2005By 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... Beyond Baseball CardsAug 1, 2005By 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.... The Inheritor's Safe RoomJul 1, 2005By 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, 2005By 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.... Planning for the UnthinkableMay 1, 2005By 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... Splitting HeirsMay 1, 2005By 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... The State of Estate PlanningApr 1, 2005Kristen 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, 2005By 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, 2005Thrupthi 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, 2005By 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... Ado About I DoNov 1, 2004By 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... The Age GameNov 1, 2004By 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, 2004By 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... With Strings AttachedOct 1, 2004By 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, 2004By 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... Flying SoloSep 1, 2004By Tracy Byrnes Defined-benefit plans are making a comeback but with a twist. The employer-managed retirement vehicles were a staple benefit at large companies until... Solidifying a Client MarriageSep 1, 2004By Ruth Halcomb Barry Bonds, the San Francisco Giants slugger, has never liked losing. When he married his Swedish wife, Sun, he had her sign away all claims to his earnings... |
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In This Issue: February 2012
Cover Story
Got the Social Media Spins? Help Is On The Way
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.
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