Financial Advisers Brace for Boomer Wealth Transfer Member Login | Sign Up To View Article
The looming shift of money to and from the baby boomers promises to be the greatest intergenerational wealth transfer in history, and Canadian financial advisers are looking to investment and insuranc
Federal Estate Tax Planning for Same Sex Couples Member Login | Sign Up To View Article
For more affluent married couples federal income, estate and gift tax planning will provide the most important financial differences when a couple decides whether or not to be married.
The Benefits and Disadvantages of Living Trusts Member Login | Sign Up To View Article
An inter vivos trust is a trust created during the settlor’s lifetime which becomes effective while the settlor is still alive as contrasted with a testamentary trust which takes effect upon the settl
Retirement Tax Considerations for Middle-Income Americans Member Login | Sign Up To View Article
Many middle-income Americans age 50 and older have significant gaps in their understanding of how federal taxes will impact their retirement finances. In fact, today,more Americans have an accurate un
Charitable Planning after ATRA: New Planning Ideas for 2014 - Part 2 Member Login | Sign Up To View FSP Content
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) (moderator); Lawrence P. Katzenstein, J.D.; Martin Shenkman, J.D.
Second in a series of four on charitable planning after ATRA.The effects of the American Taxpayer Relief Act on charitable giving planning and what new strategies can be used to achieve clients’ chari
The Journal of Financial Service Professionals
Estate Plans Reconsidered with New Tax Rates Member Login | Sign Up To View FSP Content| Purchase this Article
Dennis Reardon, JD, LLM, CLU, ChFC
When avoiding estate taxation was the primary objective of the trust, the trustee with discretionary control over income might not distribute income to a beneficiary if the income was unlikely to be s