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Estate Planning

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• Using Predictable Income To Strengthen Client Ties

  February 1, 2012

  With trust harder to come by, advisors should lean on personalized services and product fluency.

• 6 Year-End Gifting Rules Every Investor Needs to Know

  December 29, 2011

  The principle behind the annual gift tax exclusion is to shelter gifts commonly made on birthdays, holidays, weddings and other special occasions. However, many high-net-worth individuals may also utilize the annual gift tax exclusion as a strategy to mitigate the impact of future estate taxes.

• Accountant for Huguette Clark Estate Resigns Amid Tax Fraud Allegations

  December 28, 2011

  The accountant and attorney for the estate of a 104-year-old copper mine heiress who died earlier this year have been under investigation for their handling of their client's finances, and the accountant has now resigned as executor.

• Preparing Clients For Their Digital Afterlife During Estate Planning

  December 23, 2011

  Every new year, many financial planners prompt clients to revisit and update their estate plans and wills. In so doing, they should begin teaching clients about a new – but critical – area of estate planning: attending to their digital legacies.

• All In The Family

  December 1, 2011

  Intra-family loans are gaining traction to finance start-ups and help out in many other ways.

• Planners Use Intra-Family Loans to Cut Out Middleman

  November 9, 2011

  In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.

• Five Joint Ownership Mistakes

  November 1, 2011

  Problems arise when a parent adds a child's name to an asset or aids elderly loved one who needs assistance.

• Making the Most of The Gift Tax and Its $5 Million Exclusion

  October 1, 2011

  Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

• Retirement Rules for Small Business Clients

  October 1, 2011

  Whether it's simple or not, retirement plans are suddenly important to small business owners.

• Five Questions With Sandra Timmermann

  October 1, 2011

  The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.

• Amy Winehouse Cuts Her Ex Out Of Her Estate

  September 1, 2011

  Clients should update their wills after births, deaths, marriages and — especially — divorces.

• Thoughtful Estate Planning is Key to Any Financial Plan

  August 8, 2011

  Making estate planning decisions can sometimes bring up uncomfortable topics for clients, but Holly Thomas, the founder of Holly P. Thomas, LLC, in Tampa, Fla., said it's a vital part of any financial plan.

• A Generational Retirement Shift

  July 1, 2011

  What do you tell the 55-year-old who's burned out but looking at another 15 to 20 years of work?

• Clients Need to Act Fast to Benefit From Congress' Sweet Estate Planning Deal

  June 28, 2011

  If your clients have money in retirement accounts they won’t need to live on, they can put that money into a Roth IRA and avoid paying taxes on any gains. Now, grandkids can inherit up to $5 million tax free.

• Family of Zsa Zsa Gabor Feuds In Actress' Final Days

  June 27, 2011

  Zsa Zsa Gabor, who appeared in dozens of movies and television shows throughout a career that spanned five decades, is approaching the end. Sadly, her final days are surrounding by fighting between her husband of 25 years and her only daughter.

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