Results for "trusts"

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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...

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,...

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...

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...

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