Estate Planning

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  The Not-So-Irrevocable Trust: Unlocking Trust Assets

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  June 17, 2013

  There are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.

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  How to Handle Collectibles as Client Assets

  By Ed McCarthy, CFP  |  June 15, 2013

  Estate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.

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  Your Clients and Their Children: The Problems With Joint Bank Accounts

  By Andrew Rice, Money Management Services  |  June 11, 2013

  Some of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.

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  Millionaires’ Biggest Financial Regret

  By John Sullivan, AdvisorOne  |  June 7, 2013

  In a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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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.