Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en IRS Expands Transitional Relief From Limitations on Rollovers http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers <div class="field-deck"> The aggregation rule will only apply to distributions from different IRAs if each of the distributions occurs after 2014 </div> <div class="node-body article-body">The Internal Revenue Service has expanded the transitional relief from the limitation on individual retirement account rollovers to one in 12 months</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/irs-expands-transitional-relief-limitations-rollovers#comments Taxes Retirement Planning Mon, 24 Nov 2014 15:11:00 +0000 714631 at http://wealthmanagement.com Charitable Gifts: Date of Delivery Rules http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules-0 <div class="node-body blog-body">A charitable gift is considered made on the "date of delivery." Conrad Teitell explains that term, which is more complicated than it seems.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules-0" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitable-gifts-date-delivery-rules-0#comments Philanthropy Public Philanthropy Tax E-Letter Mon, 24 Nov 2014 14:23:00 +0000 714451 at http://wealthmanagement.com <p><em>WestLight/iStock/Thinkstock</em></p> Myths About Trusts And Investment Management: The Glass is Half Full! http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full <div class="node-body article-body">Al W. King III discusses some of the key investment management factors contributing to the recent growth of trusts</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full#comments Estate Planning Premium T&E Fri, 21 Nov 2014 18:58:00 +0000 713331 at http://wealthmanagement.com An End . . . And a Beginning http://wealthmanagement.com/philanthropy/end-and-beginning <div class="node-body article-body">Laura H. Peebles says goodbye with a list of her life's philanthropic highlights</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/end-and-beginning" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/end-and-beginning#comments Philanthropy Premium T&E Fri, 21 Nov 2014 18:53:00 +0000 713211 at http://wealthmanagement.com Tax Law Update: December 2014 http://wealthmanagement.com/legal/tax-law-update-december-2014 <div class="node-body article-body">David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/tax-law-update-december-2014" target="_blank">read more</a></p> http://wealthmanagement.com/legal/tax-law-update-december-2014#comments Legal Estate Planning Premium T&E Fri, 21 Nov 2014 18:48:00 +0000 713201 at http://wealthmanagement.com The Power of Pre-Tax Dollars to Purchase Life Insurance http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance <div class="field-deck"> Assisting high-net-worth clients with tax-efficient wealth transfer </div> <div class="node-body article-body">Brian M. Travers outlines how using pre-tax dollars to purchase life insurance can be a key tactic to preserve liquidity</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance#comments Insurance Premium T&E Fri, 21 Nov 2014 18:40:00 +0000 713181 at http://wealthmanagement.com Time to Head Back Into the Water http://wealthmanagement.com/estate-planning/time-head-back-water <div class="field-deck"> Overcoming unwarranted fears of the Shark (Fin CLAT) </div> <div class="node-body article-body">Jordan H. Smith urges practitioners to overcome unwarranted fears of the Shark Fin CLAT</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/time-head-back-water" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/time-head-back-water#comments Estate Planning Premium T&E Fri, 21 Nov 2014 17:53:00 +0000 713171 at http://wealthmanagement.com Buy/Sell Agreement for a Family C Corporation With Accumulated E&P http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep <div class="field-deck"> What happens when a stockholder with earnings and profits wants to sell his stock? </div> <div class="node-body article-body">Frank L. Rainaldi, William Rainaldi & Patrick J.Deo discuss a number of situations in which a stockholder in a family C corporation with accumulated earnings and profits (E&P) might want to sell his stock</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep#comments Estate Planning Premium T&E Fri, 21 Nov 2014 17:12:00 +0000 713131 at http://wealthmanagement.com 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 Optimizing IRAs and Retirement Plan Distributions http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions <div class="field-deck"> Can marriage make a difference in wealth? </div> <div class="node-body article-body">James Lange explores what happens to retirement plans and individual retirement accounts when a couple marries</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions#comments Retirement Planning Premium T&E Fri, 21 Nov 2014 16:57:00 +0000 713091 at http://wealthmanagement.com