Results for "estate planning"

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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...

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...

Russia is starting to look like an investment opportunity

January 27, 2015

The case for investing in Russia looks great, on paper. Just hold your nose and take a big bite. Banking on a business-friendly and reform-minded history If the hedge funders have it right, oil prices will continue to slide. Crude oil short...

A recipe for future retirement security

January 22, 2015

When the American College of Financial Services released the results of its first-ever “Retirement Income Literacy Survey” last December, I dutifully reported the astounding results: Just 20% of retirement-age Americans can pass a basic...

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...

Slow start to Obama's grand 'MyRA' retirement savings program

January 20, 2015

Almost a year ago, President Barack Obama outlined a modest but important program designed to encourage workers to save for retirement, especially if they don't have a 401(k)-type plan through their employer. In the 2014 State of the Union,...

Blood and money: How familial strife can unravel estate plans

January 20, 2015

Few things can unravel a client's estate plan more than familial strife. That was the focus of a presentation at the American Institute of Certified Public Accountants' Personal Financial Planning conference on Monday. The session, “Blood...

In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

January 20, 2015

When President Barack Obama delivers his State of the Union address Tuesday night, he will make proposals that could change the basic assumptions advisers rely on with wealthy clients, according to financial advisers. “Raising the top capital...

As more states recognize gay marriage, planning traps still await couples

January 15, 2015

Retirement and other financial planning is still a mine-field for many same-sex couples, especially those living in the 14 states that continue to bar gay couples from wedding. Even as the legalization of same-sex marriages has swept across...

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...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

The predictable downside of chasing performance

December 31, 2014

Chasing performance is almost always a bad strategy, so don't make it yours in 2015. The culprit is risk. Despite the steady drumbeat to the contrary, active management is not dead. Investing is getting more diversified and less expensive. In...

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