Results for "estate planning"

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Ugly battle over Gary Coleman's remains provides a lesson for advisers

June 7, 2010

Just days after 1970s and '80s child star Gary Coleman's death, his parents and ex-wife have began feuding over his remains and where he should be buried. Experts say the dispute over the will and estate should be yet another reminder for advisers...

Barron's estate sale: What $55M will get you

May 12, 2010

For decades, "The Oaks" was the oceanside playground of the Barrons and the Bancrofts, heirs to the Dow Jones and Wall Street Journal fortunes. Today, the 20,000-square-foot mansion with 45 rooms and surrounding properties went on sale with...

Court issues landmark tax ruling on 'payable by death' accounts

May 4, 2010

Personal estates — not those who inherit money from them — are responsible for paying state and federal estate taxes, the Wisconsin Supreme Court ruled Tuesday. The decision is important to anyone who receives the proceeds of "payable on...

Wealthy might have to kiss their GRATs goodbye

April 4, 2010

Grantor-retained annuity trusts, one of the most powerful and tax efficient wealth transfer tools, could be a lot less attractive for wealthy investors in the future. A provision in the Small Business and Infrastructure Jobs Tax Act of 2010,...

Anna Nicole Smith loses $300M estate battle

March 19, 2010

A federal appeals court says Anna Nicole Smith's estate will receive none of the more than $300 million that she claimed her late billionaire husband had promised her. The 9th U.S. Circuit Court of Appeals is the latest stop in the 15-year legal...

Estate tax expiration another blow to reeling charities

February 28, 2010

Charities are getting increasingly nervous that the repeal of the estate tax may mean fewer donations this year from wealthy investors who opt instead to leave their estates to their families. The estate tax expired Jan. 1 but is slated to be...

Wash. State floats 'shocking' changes to estate tax

February 21, 2010

A bill has been introduced in the Washington state legislature that would double estate taxes for residents. Currently, there is a $2 million exemption in that state, with a 10% tax that climbs to 19% at $9 million and above. Under the proposed...

Washington state proposes 'shocking' estate tax changes

February 16, 2010

The Washington state Legislature has proposed a bill that would double the estate taxes for residents. Currently, there is a $2 million exemption in that state, with a 10% tax that climbs up to 19% at $9 million and above. Under the proposed...

The estate tax crisis must be confronted

February 14, 2010

The failure of Congress to plug the 2010 estate tax loophole has created considerable uncertainty. But even without being able to provide definitive answers, financial advisers can strengthen their relationships with clients by explaining risks...

Looking to add legacy planning services to your practice? These tools can help

February 9, 2010

Everybody dies. Not everybody plans for it, though. That's where financial advisers come in. Few professionals are as well positioned to offer guidance on this sensitive topic — or to steer clients to specialists such as estate planners or...

Death tax dead, but wealthy clients standing by

February 5, 2010

The temporary suspension of the estate tax is not spurring high-net-worth Americans to take action on their estate plans. Indeed, 82% of CPA financial planners surveyed in January by the American Institute of Certified Public Accountants said...

Dead federal estate tax rises from the ashes

January 31, 2010

With the federal estate tax law having lapsed — and no sign that Congress is planning to address the issue anytime soon — a growing number of states are taking matters into their own hands. Lawmakers and estate attorneys in the District...

States breathe life into death tax

January 25, 2010

With the federal estate tax having lapsed — and with no sign that Congress is going to address the situation — the Virginia State Legislature is taking matters into its own hands. The so-called death tax expired as of Jan. 1 but is slated...

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,...

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