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To stop individuals who are on the verge of filing for bankruptcy from moving their wealth to states with laws that might better help them keep their assets, the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (the 2005 Bankruptcy...
Barry A. Nelson, a Florida bar board certified tax attorney in the North Miami Beach, Fla., writes: Recently, I was approached by the personal representative for an estate of a wealthy decedent that owned a significant municipal bond portfolio...
The belief that estates can realize significant estate tax savings from custom bond valuations is based largely on the inefficiencies of the fixed income markets and the use of standard bond valuations. There's some validity in that belief, but...
Nationwide Communications' owner and president Jim Usher knew his firm's finances were in a tangle. But like most small-business owners, he didn't have the wherewithal to sort them out. And he surely didn't have $200,000 to $300,000 the average...
Given a choice, most of your clients would rather pay for their kids' college education from accumulated savings or an overabundance of current income (if not a full ride based on the child's expertise at Guitar Hero). But when those sources of...
John Ritter is an unusual case, but he may also be a harbinger of things to come. A fee-only advisor with Ritter Daniher Financial Advisory, an RIA in Cincinnati, Ritter has over $2 million of client assets in annuities, and says he plans to put...
AIG SunAmerica Retirement Markets, Inc., named Greg Blackwell western division sales manager for the Polaris Financial Services Division. Fidelity's National Financial unit named Mark Healy executive vice president of the group's newly established...
In September 2006, an SEC official gave a remarkably prescient speech to an obscure organization (well, obscure to me, anyway). Martha Mahan Haines, chief of the SEC's Office of Municipal Securities, presented a short speech to about 400 women...
Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. With Democrats in control of Congress, and a good chance that a Democrat will take the White...
