Jan 5, 2010 | Advisor Newsletters
From its inception, the 2001 tax act was scheduled to repeal the federal estate tax and generation skipping transfer tax (GSTT) for one year beginning January 1, 2010. This should come as no surprise. What is surprising, however, is the fact that the 2001 tax act has... Dec 1, 2009 | Advisor Newsletters
Americans hold nearly $15 Trillion in IRAs and qualified retirement plans. Qualified retirement plan accounts are asset protected under federal law. IRAs are protected to at least some extent under state law. Many wrongly believe that these accounts will remain asset... Nov 1, 2009 | Advisor Newsletters
For the right client, the right charitable lead trust (CLT) can provide significant planning opportunities for reducing generation skipping transfer (GST), estate, gift, and/or income taxes. However, the CLT is a woefully underutilized strategy today. This issue of... Oct 1, 2009 | Advisor Newsletters
Doctors’ need for asset protection planning is unaffected by the current economic downturn. As a result, many advisor teams either work with, or would like to begin working with, doctors (physicians, surgeons, dentists and chiropractors). This issue of The... Sep 1, 2009 | Advisor Newsletters
Volume 4, Issue 9 Advisors frequently ask which is “better,” a sale to a grantor trust or a GRAT (Grantor Retained Annuity Trust). The answer (no surprise) is, “It depends.” Both are excellent planning tools for the right client in the right... Aug 3, 2009 | Advisor Newsletters
Volume 4, Issue 8 The last issue of The Wealth Counselor addressed how life insurance is often a critical component of clients’ estate and wealth plans, along with strategies for clients to pay for large insurance premiums. This issue addresses a similarly... 
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