Estate Planning - FA Magazine

Estate Planning

Advisors Press Business-Owner Clients To Update Valuations

Friday, 27 August 2010
Some financial advisors are pressing business-owning clients to get up-to-date valuations of their business in order to adjust their retirement and estate plans accordingly

When Trusts Meet Retirement Accounts

Thursday, 05 August 2010
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.

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Tension Tamers

By Ben Mattlin, August 2010 issue
Here’s how to help your clients avert inheritance lawsuits between their kids and a new spouse.

Easing The Stress

By Lori K. Murphy, August 2010 issue
Here’s how financial advisors and estate planners can work together to help those with mentally impaired family members.

Higher Taxes May Prompt More Giving, Says Fidelity

Thursday, 22 July 2010
Most advisors expect their clients’ taxes to rise over the 18 months, but the good news is that charitable contributions could rise in turn.

Taxable Gifts Get New Look From Wealthy

Thursday, 01 July 2010
With the estate tax expected to roar back in 2011, the practice of making big taxable gifts is gaining appeal right now.

Donations Can Help Offset Roth IRA Bill

Monday, 28 June 2010
Bulking up on charitable donations is one strategy some financial advisors are recommending this year to clients facing a tax hit from moving retirement assets to Roth IRAs.

Alaska Latest State To Pre-Validate Wills

Thursday, 17 June 2010
Add Alaska to the short list of states that let people guard their wills against challenges after death. And take note: It lets non-residents take advantage.

Solos Holding Their Own

By David Lawrence, June 2010 issue
One-person advisory firms can stand out when they outsource and use technology effectively.

Landmark Changes For South Dakota Trusts

Friday, 28 May 2010
South Dakota is trying to tighten the reins on its growing business in trusts without stopping that growth.

The Sea Change In Generational Wealth

Thursday, 27 May 2010
Over the past decade, two of the major historical constants on long-term planning—the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a trust settlor to avail him- or herself of spendthrift protection—have been undone in a growing number of jurisdictions.

VIX Index Used As Tax Savings Tool

Wednesday, 26 May 2010
A closely watched index of stock market volatility is starting to be used, at least experimentally, as a tool to value some assets for tax purposes.

Estate Tax Pitfalls Seen In Wisconsin Case

Monday, 10 May 2010
Few things get people madder at their estate planners than fights over who must pay taxes when someone dies. A big source of trouble: the patchwork of state rules that apply.

GRAT Limits Likely

By Raymond Fazzi, May 2010 issue
A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering.

Sizing Up Annuities

By Alan Lavine, May 2010 issue
Payouts are appealing, but do your homework.

Deaths Highlight Estate Tax Question

Thursday, 22 April 2010
Estate-tax questions are mounting along with the ranks of very wealthy people who have died in 2010 during the one-year gap in the federal tax.

Estate Tax Audits Tough As Ever

Monday, 19 April 2010
Estate tax audits by the Internal Revenue Service are as aggressive as ever, and maybe even more so, despite the uncertain fate of the federal tax on estates of the wealthy.

Keeping Family In A Multi-Family Firm

Friday, 02 April 2010
Pitcairn is a multi-family office that prides itself on putting hurdles in the career paths of family members who want in to the company.

Estate Tax Repeal Stirs Lawsuit Fears

Wednesday, 24 March 2010
The disappearance of the estate tax this year has moved tax attorneys to protect themselves against the threat of possible lawsuits.

Taking The Emotion Out Of Philanthropy

Tuesday, 02 March 2010
Wealthy Americans who cut back on charitable giving because of the economic downturn are looking for ways to be more disciplined and objective with their philanthropy.


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