Asset Protection http://wealthmanagement.com/taxonomy/term/23491/more en Protection is as Important as Accumulation in Making Assets Last a Lifetime http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime <div class="field-byline"> David Stone </div> <div class="field-deck"> Clients do not want to lose what they spent years saving </div> <div class="node-body article-body">Clients do not want to lose what they spent years saving </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/protection-important-accumulation-making-assets-last-lifetime#comments Asset Protection Retirement Planning Wealth Planning Fri, 19 Dec 2014 17:26:00 +0000 735981 at http://wealthmanagement.com maxuser/iStock/Thinkstock Planning Trust Administration to Avoid Conflict http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict <div class="field-deck"> Insights and best practices for individual trustees </div> <div class="node-body article-body">Joseph C. Mahon & Patricia M. Angus offer insights and best practices for individual trustees</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict#comments Asset Protection Premium T&E Fri, 21 Nov 2014 17:05:00 +0000 713111 at http://wealthmanagement.com The Evolving Landscape of State Income Taxation of Trusts http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts <div class="field-deck"> Three recent cases have successfully challenged the constitutional foundation on which many tax regimes are based </div> <div class="node-body article-body">James H. Cundiff & L. Timothy Halleron address three recent cases that have successfully challenged the constitutional foundation on which many tax regimes are based </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts#comments Asset Protection Premium T&E Fri, 21 Nov 2014 16:45:00 +0000 712951 at http://wealthmanagement.com Fraudulent Conveyance Claim Upheld http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld <div class="field-deck"> Court refuses to dismiss government’s suit against taxpayer who transferred an apartment to a trust </div> <div class="node-body article-body">In United States v. Nassar, the U.S. District Court for the Southern District of New York denied a defendant’s motion to dismiss, finding that the government adequately plead the defendant’s general intent to defraud his creditors. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld#comments Taxes Asset Protection Public Thu, 13 Nov 2014 19:43:00 +0000 705821 at http://wealthmanagement.com Fuse/Thinkstock How Courts Handle Late-Filing Estate Creditors http://wealthmanagement.com/asset-protection/how-courts-handle-late-filing-estate-creditors <div class="field-deck"> Florida courts differ on issue of filing of late claims by reasonably ascertainable creditors </div> <div class="node-body article-body">What if a personal representative of an estate doesn't serve all known or reasonably ascertainable creditors with actual notice of the claims period? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/how-courts-handle-late-filing-estate-creditors" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/how-courts-handle-late-filing-estate-creditors#comments Asset Protection Estate Planning Public Tue, 11 Nov 2014 14:53:00 +0000 703241 at http://wealthmanagement.com <p>The Florida State Supreme Court building</p> Copyright Mark Wilson, Getty Images Discounted Values for Gift of Art - After Elkins, What’s Ahead? http://wealthmanagement.com/estate-planning/discounted-values-gift-art-after-elkins-what-s-ahead <div class="field-byline"> Walter L. Zweifler </div> <div class="field-deck"> Art lawyers, fine art appraisers, business appraisers, estate planners as well as art collectors and museums have a meaningful stake in this precedent or precedents being made. </div> <div class="node-body article-body">Art lawyers, fine art appraisers, business appraisers, estate planners as well as art collectors and museums have a meaningful stake in this precedent or precedents being made.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/discounted-values-gift-art-after-elkins-what-s-ahead" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/discounted-values-gift-art-after-elkins-what-s-ahead#comments Asset Protection Estate Planning Valuations Wealth Planning Mon, 10 Nov 2014 15:54:00 +0000 702841 at http://wealthmanagement.com zhudifeng/iStock/Thinkstock Working in Retirement – Not Always an Advisor’s First Choice http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice <div class="node-body article-body">VIEWPOINTS: Tom Daley, Founder and CEO, The Advisor Center; For most independent advisors, succession planning is a very personal decision. Advisors should consider what they want to do next and take into consideration their timelines, their lifestyles and what’s best for their clients </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice#comments Advisor Center Asset Protection Family Business Viewpoints Wealth Planning Fri, 03 Oct 2014 14:51:00 +0000 671171 at http://wealthmanagement.com LucynaLewandowska/iStock/Thinkstock The Tax Advantages of Donor-Advised Funds http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds <div class="field-deck"> There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS </div> <div class="node-body article-body">Donor-advised funds provide higher immediate tax benefits without having to give it all away today.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds#comments Taxes Asset Protection High Net Worth Philanthropy Wed, 17 Sep 2014 13:00:00 +0000 655051 at http://wealthmanagement.com ©iStockphoto.com/designaart Is Active Management Dying? http://wealthmanagement.com/asset-management/active-management-dying <div class="field-deck"> Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing? </div> <div class="node-body article-body">Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/active-management-dying" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/active-management-dying#comments Asset Protection ETFs Mutual Funds Asset Management Retirement Planning Fri, 12 Sep 2014 13:00:00 +0000 651161 at http://wealthmanagement.com adrian825/iStock/Thinkstock Convening the Family http://wealthmanagement.com/family-business/convening-family <div class="field-byline"> Erik Strid </div> <div class="field-deck"> Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions </div> <div class="node-body article-body"><p>Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions involving real estate, inheritances and family businesses</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/convening-family" target="_blank">read more</a></p> Asset Protection Family Business Estate Planning Wealth Planning Wed, 10 Sep 2014 14:29:00 +0000 648751 at http://wealthmanagement.com <p>Jacqueline Kennedy (1929 - 1994) with her children Caroline and John in the living room of the Kennedy ancestral home at Dunganstown, County Wexford, during a family holiday in Ireland, June 29, 1967.</p> Central Press/Stringer/Getty Images