Asset Protection http://wealthmanagement.com/taxonomy/term/23491/more en 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 Planning for the Self-Employed Client http://wealthmanagement.com/retirement-planning/planning-self-employed-client <div class="field-deck"> These six steps can help older clients who stop working for others and start working for themselves. </div> <div class="node-body article-body">These six steps can help older clients who stop working for others and start working for themselves.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/planning-self-employed-client" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/planning-self-employed-client#comments Asset Protection Client Relations Marketing Retirement Planning Mon, 08 Sep 2014 13:41:00 +0000 647601 at http://wealthmanagement.com Comstock Images/Stockbyte/Thinkstock No More Secrets - Swiss Banks Learn to Shape Up, Not Shut Up http://wealthmanagement.com/asset-protection/no-more-secrets-swiss-banks-learn-shape-not-shut <div class="field-byline"> Reuters </div> <div class="node-body article-body">Switzerland's allure as a place to stash cash has been badly damaged by a U.S.-led campaign against tax cheats, and the country's roughly 140 private banks can no longer rely on a reputation for secrecy to attract wealthy customers.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/no-more-secrets-swiss-banks-learn-shape-not-shut" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/no-more-secrets-swiss-banks-learn-shape-not-shut#comments Industry Asset Protection High Net Worth Thu, 04 Sep 2014 15:26:00 +0000 645591 at http://wealthmanagement.com Copyright Sean Gallup, Getty Images Ethical Considerations in Asset Protection Planning http://wealthmanagement.com/asset-protection/ethical-considerations-asset-protection-planning <div class="field-deck"> There’s no reason to fear </div> <div class="node-body article-body">Many practitioners avoid asset protection planning or try to dissuade their clients from using asset protection trusts, fearing that asset protection planning is unethical. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/ethical-considerations-asset-protection-planning" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/ethical-considerations-asset-protection-planning#comments Asset Protection Client Relations Public Wed, 03 Sep 2014 17:58:00 +0000 644441 at http://wealthmanagement.com lovin-you/iStock/Thinkstock Sell Half, Keep Half -- Newest Life Settlement Option http://wealthmanagement.com/insurance/sell-half-keep-half-newest-life-settlement-option <div class="field-byline"> Stephen Terrell </div> <div class="field-deck"> Retained death benefits allow a senior to sell a life insurance policy for immediate cash but also keep a portion of the death benefit for loved ones </div> <div class="node-body article-body"><p>The most exciting development in the life settlement industry in recent years is a new product known as retained death benefits.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/sell-half-keep-half-newest-life-settlement-option" target="_blank">read more</a></p> Asset Protection Insurance Wealth Planning Fri, 29 Aug 2014 14:00:00 +0000 640731 at http://wealthmanagement.com agustavop/iStock/Thinkstock Morbid Investments Become Wealth Planning Strategy http://wealthmanagement.com/insurance/morbid-investments-become-wealth-planning-strategy <div class="field-byline"> Stephen Terrell </div> <div class="node-body article-body"><p>The perception of life settlements as a bona fide financial planning tool has gained ground, but questions still remain from some financial advisers and individuals about how life settlements work and what happens when a third party now owns a policy on your life.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/morbid-investments-become-wealth-planning-strategy" target="_blank">read more</a></p> Asset Protection Insurance Wealth Planning Thu, 17 Jul 2014 13:49:00 +0000 606001 at http://wealthmanagement.com kzenon/iStock/Thinkstock Inherited IRAS Now Fair Game For Liquidation in Individual Bankruptcy Proceedings http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings <div class="field-deck"> If it’s not myRA, say good-byRA </div> <div class="node-body article-body">The U.S. Supreme Court held that funds held in inherited IRAs aren’t “retirement funds” under the Bankruptcy Code and are therefore not entitled to exemption from a debtor’s bankruptcy estate.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings#comments Asset Protection Retirement Planning Public Wed, 25 Jun 2014 18:05:00 +0000 591951 at http://wealthmanagement.com Smart Tax Planning: How Your Vacation Property Can Provide Savings http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings <div class="field-byline"> Venita Zavidny </div> <div class="node-body article-body">As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings#comments Asset Protection Wealth Planning Fri, 20 Jun 2014 18:45:00 +0000 587271 at http://wealthmanagement.com piovesempre/iStock/Thinkstock