1. 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 ...

2. 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’ estate tax ...

3. 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 estate plans than when life is regenerating itself? Here are some thoughts on making estate-planning ...

4. California Abandons Plans To Tax Estate Planning As A Luxury Service
(Matching tags: estate planning)

An attempt to tax "high-net-worth estate planning" alongside relatively frivolous services like elective plastic surgery and "spa services provided to pets" has failed.  ...

5. 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 ...

6. 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 estate planning is in the accountants' sights as well.  ...

7. 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 estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually. ...

8. Advising Business Owners On Succession
(Matching tags: estate planning,client education,financial planning,business owners,business planning)

 Are your clients prepared for transition? The primary points to consider include: financial independence, estate planning, a business plan to build value, management succession, and ownership transition ...

9. Financial Planning Ideas For You And Your Clients
(Matching tags: estate planning,financial planning,investing,roth ira conversion,retirement plans,tax efficient investing,tax planning,year end tax planning)

In spite of the uncertain and ever-changing tax laws, there are some significant financial benefits to be obtained by considering tax incentives and opportunities.  Below is a handy checklist:

10. Estate and Charitable Giving Planning For You And Your Clients
(Matching tags: year end tax planning,estate planning,legacy,tax planning,financial planning,philanthropy)

... their money before they go, or they want to donate their estates to Uncle Sam, estate and charitable planning are critical.  In spite of the uncertain and ever-changing tax laws, there are some ...

11. With Tax Law Changes So Uncertain, How Should Advisors Approach Year-End Tax Planning?
(Matching tags: year end tax planning,estate planning,Internal Revenue Service,IRS,planning,tax planning,Congress)

With the time for year-end tax planning upon us, advisors should step back, get some perspective, and ask themselves. With so much uncertainty about how tax laws might change in the months ahead, how ...

12. Planning For Domestic Partners
(Matching tags: estate planning,financial advisor,client satisfaction,tax planning,niche,financial planning,retirement plans,niches)

Domestic partners have unique financial planning needs.  Whether lesbian, gay, bisexual or transgender (LGBT) individuals, or heterosexual couples who choose not to marry, navigating the complex financial ...

13. Taxpayer Victory in Petter Case Provides a Clear Path for Advisors to Follow when Planning Large Est
(Matching tags: family limited partnerships,estate planning,philanthropy)

A recent tax court case, Petter v Commissioner, gave the taxpayer a clear victory over an IRS challenge to the value of gifts made to her heirs. The win has provided a very clear and convincing methodology ...