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By Michael S. Fischer |
March 11, 2011
Grantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.
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By Michael S. Fischer |
March 11, 2011
Clients can fulfill wishes to give to heirs as well as charities with a Charitable Lead Annuity Trust (CLAT).
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By Michael S. Fischer |
March 8, 2011
Transferring wealth through gift strategies is more attractive since the 2010 tax law raised the exemption.
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By Michael S. Fischer |
March 2, 2011
Pick assets that you can spare, are depressed and expected to appreciate for gift strategies.
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By Michael S. Fischer |
March 2, 2011
The 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.
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By James J. Green, AdvisorOne |
February 28, 2011
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.
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By Kathleen McBride, AdvisorOne |
February 7, 2011
Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.
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By Kathleen McBride, AdvisorOne |
January 10, 2011
Strategies for transfer take advantage of the two-year tax window and a long-term plan.
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By Staff Writer |
October 1, 2009
? Benjamin Ledyard, a veteran wealth advisor and former managing director of the Wilmington Trust Company, has joined Silver Bridge Advisors. Ledyard will serve as...