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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
April 9, 2013
With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.
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By James R. Cody, Harris myCFO |
May 14, 2012
The value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
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By Mike Patton |
December 1, 2008
When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
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By Michael S. Fischer |
November 1, 2008
Once wealth managers have uncovered a client family's wealth and legacy values and explored the psychology that goes along with those values, the next step...
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By Staff Writer |
June 1, 2006
One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Such clients...
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By Staff Writer |
January 1, 2003
The U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...