Third-Party Trusts: Tax Benefits and Asset Protection
- Estates Gone Awry. Rose, Mitchell // Financial Planning;Aug2005, Vol. 35 Issue 8, p84
Focuses on the role of financial adviser in avoiding mistakes for real estate investment trust. Efficient way to draft an estate plan; Problems that may arise in real estate family trust; Advantages provided by properly planned trusts.
- The Uncertainty Principle. Cane, Barbara H. // Financial Planning;Sep2007, Vol. 37 Issue 9, p113
The article offers advice on how financial planners can provide flexible estate planning to their clients to cope with the rule changes in the U.S. It suggests using a bypass trust to reduce the overall estate tax exposure. It urges planners to give the surviving spouse the right to exercise a...
- Regulating Trustee Emotions and Their Compliance with Financial Objectives. Gallo, Jon J. // Journal of Financial Planning;Aug2012, p26
The article discusses how estate planners can work with beneficiaries in order to help regulate trustee emotions and ensure compliance with financial objectives. The article discusses important financial skills for beneficiaries, covering topics such as living within means, avoiding excessive...
- Separate advisers from brokers. OTTE, JOHN // Prairie Farmer;Jan2014, Vol. 186 Issue 1, p80
The article focuses on several factors while taking financial advice including selection of financial advisor, asking right financial and estate planning solutions and having a check on advices given by advisors.
- AlOFP to self-insure for PI. Liondis, George // Money Management;10/6/2005, Vol. 19 Issue 37, p5
Reports that the Association of Independently Owned Financial Planners (AIOFP) will scrap its current professional indemnity insurance deal in favor of a new scheme that will see it largely self-insure in Australia. Benefits of the move for the associations; Impact of Hurricane Katrina, 2005 on...
- CE. 1 hour Estate Planning. // Journal of Financial Planning;Apr2014, Vol. 27 Issue 4, p66
The article presents a one hour continuing education (CE) estate planning quiz from the Financial Planning Association (FPA), with topics including financial planning for middle income clients, no-contest clauses by beneficiaries, and portability relief for estate tax elections.
- Financial Life Planning: Moving to Q2 Inquiry. Diliberto, Roy; Anthony, Mitch // Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p34
This article illustrates how financial planners serve clients' interest when developing an estate plan. In the financial planning model, shown in Figure 1, it seek to help the client in the areas of asset management, risk management, debt management, tax planning, estate planning and...
- Why You Are Not a Good Comprehensive Financial Planner. Cordell, David H.; Shein, Jay // Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p44
The article discusses the certified financial planner (CFP) industry, examining areas in which financial planners might not measure up to being a comprehensive financial planner. Financial planners often recognize that estate planning has many complex issues. Topics include property and casualty...
- Opportunity Knocks. Dempsey, Kay I. // Best's Review;Jun2010, Vol. 111 Issue 2, p65
The article offers tips on how financial advisers can plan the financial security of clients. The author suggests that advisers must review every will and trust of the 2010 Estate Tax repeal. She notes that advisers must find solutions on how to provide clients with secure sources of additional...