Estate Planning

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  The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 7, 2013

  You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.

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  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

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  An Effective but Overlooked Estate Planning Tool: IRAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 23, 2013

  IRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.

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  8 Most & Least Bullish Big Cities

  By Michael S. Fischer  |  April 22, 2013

  Investors around the country see the economic picture looking brighter. But how much brighter depends, in part, on where they live.

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  Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.

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  National Advisors Trust Taps Former SEI Exec as CEO

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.

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  Saving the Family Enterprise: How to Keep Life in an Old Firm

  By Joyce Hanson, AdvisorOne  |  March 25, 2013

  "You have families with benign dictators, but what you want is a republic that’s organic and based on merit," says Hemenway & Barnes partner Fred Marx.

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  Obama Budget Endangers Some Estate Planning Techniques

  By Michael S. Fischer  |  March 21, 2013

  Loophole closure would severely reduce wealth planners’ arsenal.

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  Protecting Life Insurance Beneficiaries From a Windfall

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 5, 2013

  Do your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.

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  Broken Trusts: The Man Who Married His Wife Six Times

  By Joyce Hanson, AdvisorOne  |  February 25, 2013

  Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.