Total: 26 results found.
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Permanence Of $5 Million Estate And Gift Tax Exclusion Moves Investor Focus To Whether Heirs Can Handle Such A Large Inheritance
(Matching tags: client education,estate planning,new tax rules)
Many investors breathed a sigh of relief when the
and gift tax exclusion of $5 million was made permanent right at the end of 2012. Then a new reality dawned on them: are their heirs ...
Tuesday, January 22, 2013
Cost Of Living Adjustments By IRS Inadvertently Cause Increase In Estate And Gift-Tax Exclusions
(Matching tags: Congress,estate planning,gifting)
New cost-of-living adjustments (COLA) by the IRS will grant taxpayers an extra $130,000 in 2013 to leave their heirs on a tax-free basis. The
tax exclusion will now be $5.25 million ...
Tuesday, January 15, 2013
Social Media Wills May Theoretically Provide Access To Online Assets But May Inadvertently Cause Illegal Action On Part Of Family Members
(Matching tags: LinkedIn,passwords,estate planning)
... about online accounts or other items like a Facebook page to a trusted person. But privacy laws may define such access as illegal, even when
laws would give designated social media heirs ...
Monday, January 07, 2013
Now That The $5 Million Exclusion Expiration Has Become A Non-Event, Clients Can Make Better Estate Planning Decisions
(Matching tags: Taxes,estate planning,Congress)
Most advisors and their wealthy clients spent the last two years scurrying to set up their
s to take advantage of the $5 million exclusion—an exclusion they thought would be drastically reduced ...
Monday, January 07, 2013
Group Of Millionaires, Billionaires, And Business Leaders Devise Estate Tax Plan That Targets Them
(Matching tags: estate planning,Taxes,high net worth)
A group of millionaires, billionaires, business leaders, and activists say the
tax should be overhauled so that the wealthy pay the most. Their plan was announced through the group, ...
Wednesday, December 12, 2012
Urgent 2012 Year-End Tax Planning Opportunity: Charitable Remainder Trusts And 3.8% Surtax
(Matching tags: trusts,estate planning,charitable giving)
The U.S. Treasury Department Friday issued proposed regulations for the 3.8% surtax, creating an urgent and immediate
opportunity for existing charitable reminder trusts (CRTs). ...
Monday, December 03, 2012
As Fiscal Cliff Looms, Now Is The Time To Prepare Your Clients' Portfolios
(Matching tags: Congress,investment strategies,estate planning)
Preparing clients for the looming fiscal cliff is difficult. Most advisors are not tax professionals so what type of guidance should you provide?
Tuesday, September 25, 2012
Helping A Client With An Estate Plan? Don't Forget To Include Digital Accounts And Document Storage As Well As Appropriate Powers Of Attorney
(Matching tags: estate planning,document management systems,financial planning)
A trusts and
s attorney prepared a will. There were no provisions in that will for electronic bank statements or e-tax filings. The client died unexpectedly last year and his wife didn’t ...
Wednesday, August 29, 2012
Supreme Court To Hand Down Decision That Will Allow Same-Sex Couples To Benefit From Estate And Income Tax Deductions
(Matching tags: tax law,estate planning,tax planning)
A US Supreme Court decision is in the making that will affect advisors to same-sex couples. The question is of extending the marital
tax deduction to same-sex couples in states where it is legal ...
Friday, August 10, 2012
Stealth Tax Liability On Trusts And Estates Can Make You (Or Your Family Clients) Personally Responsible
(Matching tags: Taxes,trusts,estate planning,IRS,fiduciaries)
If you or your client are a trustee, executor of someone’s will, or an advisor managing trust assets, there’s a hidden liability you should know about. If an
has not paid gift taxes ...
Wednesday, July 11, 2012
Nine Key Tax Rules That Will Affect Advisor Clients Now That The Supreme Court Upheld The Affordable Health Care Act
(Matching tags: health care,Taxes,estate planning)
How will the Supreme Court decision upholding the health care bill affect your clients? Here are the nine key tax rules that financial advisors need to know about.
Thursday, June 28, 2012
When It Comes To Wills--And Many Other Important Documents--It's Best To Use A Professional
(Matching tags: online financial advice,estate planning)
... by doing their
online. It doesn’t take many changes in circumstance to make these documents null and void. ...
Monday, June 04, 2012
There's Still Time To Utilize Current Tax Breaks Before They Are Set To Expire Six Months From Now
(Matching tags: US investing,Taxes,estate planning)
It’s not too late for your clients to take advantage of gift tax breaks before they expire at the end of the year. Currently, clients still have the $5 million exemption on their
s which may ...
Wednesday, May 23, 2012
Estate And Succession Planning Must Be Robust To Avoid A Possible Wealth Management Nightmare
(Matching tags: investment fiduciaries,estate planning,asset management,investor behavior)
Your client who died ten years ago has three children, one of whom he left in control of the family business. This eldest son was named the executor of your client’s will. He’s also trustee ...
Tuesday, May 08, 2012
Loophole In Certain States Offers An Estate Tax Planning Boon
(Matching tags: estate planning,gifting)
The Economic Growth and Tax Relief Reconciliation Act (EGTRRA) passed in 2001 introduced the tax breaks that are due to expire at the end of 2012. That act also did away with states’
Tuesday, May 01, 2012
Spiffing Up Or Creating An Estate Plan May Not Be Tops On Your Clients' Spring "To-Do" Lists, But It Certainly Should Be
(Matching tags: estate planning,niches,investor behavior)
... to do what they need to do but can’t seem to do on their own. And what better time to talk about
plans than when life is regenerating itself? Here are some thoughts on making
Friday, April 13, 2012
California Abandons Plans To Tax Estate Planning As A Luxury Service
(Matching tags: estate planning)
An attempt to tax "high-net-worth
" alongside relatively frivolous services like elective plastic surgery and "spa services provided to pets" has failed. ...
Thursday, April 12, 2012
Debt Inheritance Can Topple Estate Planning Intentions
(Matching tags: estate planning,asset management,client education)
The fallout from the mortgage crisis is affecting inheritors in unexpected ways. Heirs may find themselves owning a house worth less than its financed value. They also may find themselves facing credit ...
Friday, March 23, 2012
Tax Firm's Estate Planning Push Highlights The Value Of Smart Specialization
(Matching tags: CPAs,estate planning)
Tax-focused firms have been moving in fits and starts toward the advisory mainstream for years now. Now it looks like
is in the accountants' sights as well. ...
Friday, March 09, 2012
Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)
Bob Keebler’s explanation and analysis of income and
tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually. ...
Thursday, February 09, 2012
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