Results for "estate planning"

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Expiration of estate tax creates opportunities, tough choices

January 3, 2010

As the clock wound down on the Federal estate tax late last year, some financial advisers and attorneys saw an opportunity for their high-net-worth clients in this extremely muddled situation. The so-called death tax was slated to be repealed...

Estate tax expiration gives rise to opportunities — and heart-wrenching decisions

December 22, 2009

With the estate tax laws set to expire by year-end — and no clear indication when Congress will address the issue — some financial advisers and attorneys see an opportunity for their high-net-worth clients in this extremely muddled situation....

Tiger Woods' wife not the first to consider a mulligan on pre-nup

December 4, 2009

As Tiger Woods publicly acknowledged his “transgressions” earlier this week, his wife was looking into changing the couple's prenuptial agreement in order to collect more of the pro golfer's millions, according to published reports. The...

Houses votes to extend estate tax permanently

December 3, 2009

The House voted Thursday to permanently extend a 45 percent inheritance tax on estates larger than $3.5 million, canceling a one-year repeal of the tax set to begin next month. A similar effort is afoot in the Senate, but the health care debate...

GRAT tax edge may be dulled by new rules

October 18, 2009

Spurred by low interest rates and a White House proposal that would reduce the benefits of a popular estate-planning vehicle, financial advisers are encouraging wealthy clients to take advantage of that vehicle before it's too late. The fiscal-2010...

Brooke Astor's son convicted, faces prison in $200M estate-grab case

October 8, 2009

Brooke Astor's 85-year-old son was convicted Thursday of exploiting his philanthropist mother's failing mind and helping himself to her nearly $200 million fortune. Anthony Marshall now faces a mandatory jail sentence of at least one year —...

Anna Nicole Smith told Feds her husband's estate plan made murder accusations moot

October 7, 2009

The FBI investigated whether Anna Nicole Smith plotted to kill her tycoon husband's son as they battled for his father's fortune, newly released files show, but the former Playboy Playmate who died in 2007 was never prosecuted. Smith's FBI records,...

Death, taxes and advisers: The skinny on estate rates for 2010

September 30, 2009

It seems that the sexiest webcast topic we've ever hit upon at InvestmentNews is estate taxes. Yesterday's webcast on the subject, which featured one of the leading independent estate-planning attorneys in the nation and attorney/wealth management...

Jackson will hits all the right notes

July 12, 2009

For all his eccentric behavior and outrageous spending, Michael Jackson approached estate planning with pinstriped conservatism. Estate attorneys say his seven-year-old will details a proper — and exceedingly private — estate plan in which...

Estate tax critics gird for fight over business valuations

June 7, 2009

Opponents of the estate tax are preparing to fight a push in Congress to require that minority-held interests in private companies be valued the same as majority-held interests for estate tax purposes. A proposal to limit discounts on minority...

With interest yields and equities down, new interest in charitable lead trusts

May 10, 2009

Today's scant interest yields and sharply lower equity values are making a little-used estate planning vehicle more attractive to high-net-worth clients. The tool, a charitable-lead trust, is an arrangement by which annual donations are made...

Astor sues Astor

November 27, 2007

The son of New York philanthropist Brooke Astor and his attorney are expected to be indicted on charges dealing with their handling of her $198 million estate, according to news reports. The indictments of Astor's son, Broadway producer Anthony...

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