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By Joyce Hanson, AdvisorOne |
March 1, 2013
Family governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trust’s Tom Rogerson.
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By Daniel Williams |
March 1, 2013
Boomer and senior clients tell us whether they share their financial information with their children.
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By Karl Bareither |
December 19, 2012
Focus on the wants and needs of all the client’s family members, not just the business owner.
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By Louis S. Shuntich, J.D., LL.M. |
November 16, 2012
Second-to-die policies can help with estate taxes, but that’s far from all.
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By Dave Carpenter |
June 29, 2012
Halfway through 2012 and with lots of tax changes looming, now is a good time to start thinking about next tax season.
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By Gavin Morrissey, Commonwealth Financial |
June 18, 2012
Two proposed provisions could effectively end "zeroed-out" grantor-retained annuity trusts. Meaning: advisors should act fast if they plan to use one.
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By Ed McCarthy, CFP |
June 14, 2012
Next year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
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By Victor Sanchez, M.B.A., CLU |
June 1, 2012
As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.
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By Gavin Morrissey, J.D., LLM |
May 8, 2012
Estate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?