Tax Planning Advice: When Bypass Trusts Still Make Sense--Gavin Morrissey
Despite the new federal estate tax's portability, there are instances where a bypass trust is still helpful to some clients, especially those who face state estate tax liabilities.
Tax Planning Advice: Leverage the Exemption
Start giving away assets in the window of opportunity the Tax Act created, says Gavin Morrissey
23 Days of Tax Planning Advice: AdvisorOne Special Report
What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
Best of AdvisorOne: Top Five Tax Planning Articles
The top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans
Welcome to AdvisorOne.com: The Soft Launch
Welcome to the soft launch of AdvisorOne.com, a new site that the editors of Investment Advisor, Research, Wealth Manager, Boomer Market Advisor and AdvisorBiz have created for advisors.
Estate Planning: Interest Rate Drop Enhances Wealth Transfer Opportunities
With the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
Preparing for the Coming Tax Increases
With increases looming, wealth managers need to help clients be aware and plan for the inevitable.
Bull Run in Equities Ignites Charitable Planning Opportunities
Accompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
Estate Planning in Uncertain Times
These days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
Gavin Morrissey, advanced planning consultant to Commonwealth Financial in San Diego, notes that one excellent use for life insurance in estate planning is within a...