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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.

Window Closing On Estate-Planning Perks

Thursday, 04 February 2010
The Obama administration's proposed budget calls for lots of changes that could affect your estate plans, and ignorance isn't bliss—it's foolhardy.

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Practical GRATs

By Bruce A. Weininger, February 2010 issue
Although underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools.

Shaking The Foundation

By Eric L. Reiner, February 2010 issue
Donor-advised funds report droves of conversions from private foundations.

Surprise Audits Concern Advisor Trustees

Monday, 01 February 2010
Some advisors who serve as trustees of client accounts are rethinking that role, concerned about new rules that would make them subject to surprise audits.

Estate Tax In Limbo

By Ray Fazzi - Wednesday, 13 January 2010
The fate of the estate tax in 2010 remains uncertain.

Advisors Ring In New Clients

Monday, 04 January 2010
Advisors looking to tap the next generation of wealth hosted year-end events and invited clients' children to come to the office.

Clock Ticks On Estate Tax

Tuesday, 22 December 2009
As Congress appears ready to let the federal estate tax lapse on January 1, a dramatic question is what a repeal will do to millions of less affluent taxpayers.

Keeping Wealth In The Family

By Ray Fazzi - Wednesday, 09 December 2009
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.

Cross-Atlantic Planning

By Ray Fazzi - Wednesday, 09 December 2009
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and U.K.

Same-Sex Couples Get Unequal Estate-Tax Treatment

Wednesday, 25 November 2009
Same-sex couples pay more to the government than their heterosexual counterparts under the federal estate tax.

Expert Power

By Eric L. Reiner - Tuesday, 10 November 2009

The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.

Time Ripe For Family Business Transfers

Tuesday, 10 November 2009
The same weak economy that has stymied some family businesses' plans to sell their operations makes conditions ideal for transferring ownership within the clan.

BofA Overhauls Philanthropic Products

Wednesday, 04 November 2009
Bank of America Merrill Lynch is overhauling its donor-advised funds and other philanthropic product offerings to better compete in that marketplace and gain market share.

Estate Tax Uncertainty Complicates Plans

Monday, 02 November 2009
Uncertainty over the fate of the federal estate tax is complicating the role of financial advisors.

Passing It On

By Mary Rowland, November 2009 issue
Advisors who want to capture intergenerational wealth must focus on the people side of business.

Lemons Into Lemonade

By Deborah L. Jacobs, November 2009 issue
Wealth transfer strategies for tough economic times.

BGI Introduces Donor-Advised Fund

Monday, 28 September 2009
Barclays Global Investors today launched a donor-advised fund that allows clients to invest their charitable contributions in at least 25 iShares ETFs.

Untying The Knot

By Caren Chesler - Wednesday, 16 September 2009

Falling asset values and income are pushing wealthy clients over the edge when it comes to filing for divorce.

Wealth Management Firm Opens Trust Company

Tuesday, 08 September 2009
North American Management Corp., an independent Boston-based wealth management firm with an 80-year history, has established a trust company.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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