Results for "estate planning"

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Portability is an area where investors need advice

July 20, 2015

With final rules out just last month, portability is an area of tax planning in which wealthy clients need help from financial advisers. “Portability is a game-changer that has not fully seen the impact on planning,” said Dennis Belcher,...

Cost of settling estates rising as states hunt for more revenue

July 16, 2015

Thanks to the recession in 2008, your clients may be paying higher probate fees in the years to come. Meager state coffers resulting from shrunken tax revenue have meant lawmakers around the country have had to cut state spending for education,...

Financial lessons from the timing of Jennifer Garner and Ben Affleck's divorce

July 7, 2015

Advisers with clients headed for divorce may want to keep in mind that sometimes it makes sense to wait a bit, just as Jennifer Garner and Ben Affleck seem to have done. The Hollywood couple announced last week, the day after their 10th wedding...

The tax, estate and retirement planning ramifications of the Supreme Court's ruling on same-sex marriage

July 1, 2015

The Supreme Court's ruling in Obergefell v. Hodges means it is now unconstitutional for states to ban same-sex marriage. This ruling affords advisers an opportunity to review and update clients' financial and tax plans. The details are still...

With Supreme Court ruling on same-sex marriage, time to change financial plans

June 26, 2015

The Supreme Court made same-sex marriage legal in every state Friday, meaning gay couples can plan their retirements, support their spouses and raise their families with all the benefits afforded heterosexual pairs. The justices voted 5-4 that...

Supreme Court rulings imminent in cases with financial planning implications

June 22, 2015

The Supreme Court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients. Social Security and other planning for gay couples would...

Yours, mine and ours: An estate planner's nightmare

June 21, 2015

Every day, we hear about the many challenges of an aging population. With advancing age comes those hard-to-discuss end-of-life planning issues, something with which financial advisers are all too familiar. And we know most advisers want to...

It's time for retirees to start bracing for higher interest rates

June 10, 2015

Retirees should be bracing for rising interest rates. The Fed probably doesn't even know when it plans to raise rates, which is probably something else we should all be worried about. The risks of chasing yield If the stock market really is...

Wealthy want more than a tax break from charitable donations

June 10, 2015

Wealthy Americans think more strategically about their charitable gifting than one might expect. About 90% of donors who contribute to charities through donor-advised funds each year do so for the immediate tax deduction, a new survey of 119,000...

Gross' greatest project: Giving it all away

May 12, 2015

Count Bill Gross among the world's biggest philanthropists. The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune, a figure that's “staggering, even to me,” he said in...

Dean Smith and the revocable living trust

March 29, 2015

The fact that late North Carolina basketball coach Dean Smith left $200 each to about 180 players he'd coached over the years is all over the press. The small payouts come not from Mr. Smith's will but from his revocable living trust — an...

Everything you need to know about setting up a private foundation

March 17, 2015

Tax season is always a good time to talk about charitable giving goals for the next year — and if those goals are large and long-term, clients might want to learn more about private foundations. Charitable giving has become a centerpiece of...

Advisers like Rubio tax plan's simplicity, but shudder at details

March 6, 2015

Investment advisers like the idea of streamlining the tax code, but they worry about the details of the plan put forward earlier this week by potential presidential candidate Sen. Mark Rubio, R-Fla., and Sen. Mike Lee, R-Utah. The senators introduced...

Rubio-Lee tax plan eliminates deductions and ties large, small business rates

March 4, 2015

A tax reform proposal floated Wednesday by two senators, including one who may run for president, would eliminate almost all special tax breaks while ensuring that large and small businesses pay the same tax rate. Sen. Marco Rubio, R-Fla., and...

529 benefits go beyond college savings

March 4, 2015

Advisers who help clients recognize the advantages of Section 529 plans — beyond saving for college — stand to gain business benefits. The tax incentives of 529 college savings plans are the most obvious reason to suggest clients with children...

Declining marriage rates present a planning conundrum for long-term couples

February 9, 2015

Fewer young people are taking the trip down the aisle, opting instead to cohabitate, which is giving rise to a variety of unique planning concerns. Data from the Pew Research Center showed that in 2012, 20% of American adults age 25 and over...

Why President Obama's estate tax proposal is a big deal

February 6, 2015

President Barack Obama whipped up the class warfare argument with his estate tax proposal in the State of the Union address. Let's explore the estate tax and the step-up in basis, and their influence on taxable investors. When a person dies,...

Feud over Robin Williams' estate highlights need for specificity in trusts

February 4, 2015

Robin Williams' estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal dispute over the interpretation of the late comedian's trust. Readers will remember InvestmentNews' August story on Mr. Williams' estate...

Meet the 529 ABLE account: A new way to save for disabled beneficiaries

February 2, 2015

Taxpayers caring for disabled children can look forward to a new savings vehicle that will help them cover certain expenses: The 529 ABLE account. But could it replace the tried-and-true special-needs trust? This new savings account was brought...

TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

January 28, 2015

In an effort to help financial advisers hold onto clients' assets in the transfer of wealth from one generation to another, TD Ameritrade Institutional has created a new corporate trust unit. The Jersey City, N.J.-based custodian created the...

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