Estate Planning

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  5 Misconceptions About Consumers and IRA Rollovers

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.

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  Pershing to Offer 529 College Savings Plans

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.

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  Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer Strategies

  By James R. Cody, Harris myCFO  |  June 1, 2012

  How taking a multidisciplinary team approach can meet your HNW clients’ needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.

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  Sterne Agee Adds Wealth and Estate Management Group

  By Michael S. Fischer  |  May 30, 2012

  Sterne Agee, a privately owned investment banking and brokerage firm in Birmingham, Ala., opened a wealth and estate management group last week.

• A Novel Approach

  By Ellen Uzelac  |  May 24, 2012

  Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

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  5 Ways Rich and Famous Can Hide Assets

  By Michael S. Fischer  |  May 21, 2012

  Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.

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  The Proper Path to Integrated Wealth Management, Pt. 1: Trusts

  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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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Fee-Only Planners May Be Aging World’s Best Hope

  By Joyce Hanson, AdvisorOne  |  May 9, 2012

  ‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.