CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen
From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam — or perpetrate one.
Risk Management Tips for HNW Home Renovators
There are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
Soaring Fine Art Values Demand More Frequent Appraisals
From an insurance standpoint, sharply rising art values (and fine jewelry, for that matter) call for more appraisals. A little diversification wouldn’t hurt, either.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.