Results for "trusts"

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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...

2014 stock market rally pays off for charitable giving

January 26, 2015

Last year's market gains were great for investors and even better for charitable organizations, as clients sought to mitigate the ill effects of capital gains taxes. The S&P 500 wrapped up 2014 with a gain of about 11%, continuing the recovery...

Secrets for successful withdrawal strategies in retirement

January 22, 2015

If your clients are seeking sustainable income in retirement, perhaps they need to become a little more flexible — at least in terms of their withdrawals. Variable withdrawal strategies — tactics that permit clients to adjust their spending...

How non-grantor trusts can help clients save big on state income taxes

January 20, 2015

Hoping to save your estate planning clients some money on state income taxes? Try a NING or DING — a Nevada or Delaware Incomplete Non-Grantor Trust. When it comes to estate planning, it's easy to focus on what's going on federal level with...

Shocking NYC murder highlights need for estate planning contingencies

January 16, 2015

A recent murder case is bringing so-called “slayer statutes” into the limelight and making the case for planning for contingencies in the event a named beneficiary can't inherit. Readers may have been following the lurid story involving...

Bull's-eye: How gun trusts can hit the mark with clients' estate planning

January 14, 2015

When it comes to estate planning for clients with firearms, they could either be sitting on a gold mine or a landmine. Sales of firearms have been climbing. The number of background checks performed by the FBI's National Instant Criminal Background...

Recent Supreme Court case offers lessons for managing inherited IRAs

January 9, 2015

Assets held in IRA accounts totaled more than $7 trillion at the end of the second quarter of 2014, according to the latest available data. Based on our rapidly aging population and other factors, it's reasonable to assume significant and increasing...

Joan Rivers' estate planning gambit: A New York state of residence

December 11, 2014

Joan Rivers' will is generating plenty of chatter in the estate planning community, as the document suggests the comedienne reduced her estate tax burden by claiming residency in one state and being based elsewhere. The late Ms. Rivers, who...

ARCP delays third-quarter earnings report

November 14, 2014

American Realty Capital Properties Inc., Nicholas Schorsch's beleaguered publicly traded real estate investment trust, said Friday that it will report its third-quarter earnings by Jan. 5. ARCP was expected to report third-quarter earnings at...

Foreign family offices open outposts in U.S.

October 31, 2014

As the U.S. powers the global economic expansion in its fifth year, the world's rich are counting on American companies to help increase their fortunes. At least a dozen family offices administering fortunes made in Europe, Asia and South America...

Distribution error wipes out IRA

October 12, 2014

An entire IRA was lost to a distribution error after death. This is a textbook case of what not to do when a trust is named as the IRA beneficiary. Trusts are set up to protect assets, such as individual retirement accounts, after death, but...

A 401(k) conundrum: Can you make cash pile last for life?

October 8, 2014

Even if you've socked plenty of money away in your 401(k) plan and invested it carefully, some of your toughest decisions lie ahead. And don't expect much help or clarity from the government or your employer. Strategies for drawing down lump-sum...

What grabbed InvestmentNews readers this week

August 22, 2014

Ex-Morgan Stanley broker loses nearly $1M but gains $100K in Finra arb case Wirehouse recruiting loans measure in the billions Vanguard takes keys to Pimco's bond kingdom Publication of Robin Williams' trusts highlights privacy concerns LPL...

Adviser movement heats up the dog days of summer

August 15, 2014

It was a week of departures in the adviser space. LPL Financial saw more high-level turnover as its chief market strategist, Jeffrey Kleintop, heads to the Charles Schwab Corp. Firms' ability to tell when one of their brokers is on the verge...

Publication of Robin Williams' trusts highlights privacy concerns

August 14, 2014

One key estate and trust lessons is in store in light of the late Robin Williams' trust documents ending up all over the Internet: Privacy is everything. News of Mr. Williams' death at age 63 hit the web Monday evening. It didn't take long for...

This week's top stories for advisers

August 1, 2014

As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention. Variable annuities took center stage, but for all the wrong reasons. LPL Financial had to fork over a hefty settlement...

Clintons shine spotlight on tax strategy that splits a house in two

June 27, 2014

An oldie-but-goodie tax strategy is back in the limelight thanks to the Clintons' much-publicized attempts to soften the blow of estate and gift taxes. The qualified personal residence trust is back. Bill and Hillary Clinton are making headlines...

Sting and other wealthy celebrities don't want money to ruin their kids

June 23, 2014

Rock musician Sting yesterday joined a chorus of wealthy people such as Warren Buffett who don't want affluence to ruin their kids' chances at a fulfilling life. He told the Daily Mail, a British news outlet, that he worries that too large an...

Clintons jump through financial planning loopholes to dodge estate taxes they support

June 17, 2014

Bill and Hillary Clinton write the book on how to shrink the size of an estate for tax-saving purposes. These are the same Clintons who support estate taxes for everyone else. Awkward. Financial planning strategies benefitting the top 1% Commission-hungry...

Too much of a good thing

May 4, 2014

It is easy to get caught up in a good thing, and for financial advisers, the risk of doing that cannot be overstated. Take the nontraded real estate investment trust business, for example. Last year, independent broker-dealers sold $20 billion...

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