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... 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... On Ambulance Chasing and Asset ProtectionSep 1, 2004By 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... 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... Of Death and DecouplingAug 1, 2004By Daniel L. Daniels, David T. Leibell and Russ Alan Prince Since the early 1980s, the will for married people has changed very little, but beginning next year, couples will be well advised to revisit those estate... A Different BreedJul 1, 2004By Hannah Shaw Grove and Russ Alan Prince Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush.... Founder's Day ConundrumJul 1, 2004By Daniel L. Daniels, David T. Leibell and Russ Alan Prince Initial public offerings are lessons in onomatopoeia for a company's founders: goes the stock immediately after the offering; Hee Hee! go the founders... The Great DivorceJun 1, 2004By Anne Field A few years ago, two longtime clients, both owners of their own businesses, announced they were splitting up. But each wanted to retain Koprowski, director... Keeping Family Businesses in the FamilyJun 1, 2004John Churchill It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their... Planning for the DeclineMay 1, 2004Tracy Byrnes By 2020, approximately one out of six Americans will be 65 or older, according to the American Association for Long-Term Care Insurance, Westlake Village,... Role ReversalMay 1, 2004By Anne Field For Susan Hirshman, it was one of those unfortunate intersections where family dynamics and financial planning meet. About six years ago, a recently widowed... is the Hardest WordFeb 1, 2004By Kevin McKinley Perhaps the hardest words an advisor has to speak are these: I don't know. Sure, they have the advantage of making an advisor look confident and ethical... Cradle to SaveFeb 1, 2004By Kevin McKinley For most families, the arrival of children marks the happiest stage of life, but unfortunately, the feelings of unadulterated bliss tend to be very short-lived.... The Truth Shall Set You FreeJan 1, 2004By Kevin McKinley According to a recent Securities Industry Association survey, only 10 percent of investors view the financial services industry in a favorable light,... Doin' the ESTATE TAX LIMBONov 1, 2003By Tracy Byrnes Your Magic 8 ball has a better chance of predicting the outcome of the current estate tax enigma then you do. Couple that with the uncertainty of the... FEED THE RICHNov 1, 2003By Pam Black Yes, the rich are different from you and me, most notably in terms of the financial advice they seek. If you aspire to serving these folks and who doesn't... PREVENTING STEPCHILD SYNDROMENov 1, 2003By Tracy Byrnes Almost half of all married couples end up divorced, according to the U.S. Census. But 75 percent of those people jump right back into marriage again.... Generations: The Grandparent TrapSep 1, 2003By Kevin McKinley Boomers are headed for a great surprise: Many will wind up caring for their elderly parents. Here's what advisors can do to soften the shock.... Family Fortune FeudsSep 1, 2003By Ruth Halcomb What can a rep do about disagreements over the distribution of a client's wealth to family members?... Generations: How I Became A Believer in Family PlanningAug 1, 2003By Kevin McKinley No, not that kind of planning! A move to family financial planning has me working less and making more.... Immediate GRATificationJul 1, 2003By Kevin McKinley It is a world of harsh realities for reps. Interest rates are at historic lows; stocks, while showing signs of life, are still radioactive to many clients.... The Do's and Don'ts of FLPsJul 1, 2003By Roy M. Adams As previously discussed in this column, creating and funding a family limited partnership or limited liability company (both types are referred to herein... The Future of the IndustryJan 1, 2003By David A. Gaffen and David A. Geracioti For James Gorman, head of Merrill Lynch's U.S. and global private client group, the largest brokerage operation in the world, the question of what financial... Putting On HeirsJan 1, 2003By Kevin McKinley In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety... When That Bundle of Joy Grows Up to Be a Biker ChickNov 1, 2002By Kevin McKinley Within 15 minutes of my daughter Ellie's birth, I not only opened an UTMA investment account for her; I also planned out where she would attend college... Remember My Values, Not Just My WealthNov 1, 2002By Leslie Rosenberg You know him: The Trust-Fund Brat the party-hearty, layabout rich kid who never made a dime in his life and scoffs at the word The type of guy that might... An Estate Planning Disaster AvertedOct 1, 2002By Roy M. Adams Last month we discussed the benefits of limited partnerships and limited liability companies as estate planning tools. This month we will look at the... Where There's No Will, There's a Way to Bring in BusinessOct 1, 2002By Kevin McKinley When meeting with current or prospective clients who have young children, you can, by asking one simple question and two follow-ups, gain their trust,... Think Beyond the Needs of Ozzie and Harriet FamiliesOct 1, 2002By Ruth Halcomb When a spouse dies, the law is completely clear. In the U.S., even without a will, the widow or widower automatically gets the assets. Being married is... The Broker and the Family PartnershipSep 1, 2002By Roy M. Adams If you are serving high-net-worth clients or hope to do so you should be familiar with family limited partnerships, or their kissing cousins, limited... Charitable Trusts: Doing Good While Avoiding the Tax ManAug 1, 2002By Pamela J. Black Charitable remainder trusts come in a variety of flavors. Does a client need a straight-up CRT or the one that Jackie O. made famous? Here's what you need to know.... Mutual Funds: A Less Taxing ChoiceAug 1, 2002By Stan Luxenberg Charitable gift funds let investors donate money to good causes-and cut their tax bills.... Special Report-Charitable Giving: Making More by Giving MoreAug 1, 2002By Pamela J. Black Giving away money is becoming a big business, a $160-billion business. Someone has to help manage all that money. Perhaps you?... Estate Planning: Playing MatchmakerMay 1, 2002By Roy M. Adams What you should look for when selecting a lawyer for your client.... Estate PlanningApr 1, 2002By Roy M. Adams Why Put Your Faith (and Client Accounts) in Your In-House Trust Bank?... |
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