Online Extras Articles

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Avoiding The Tax Sting Of Obamacare

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The new Medicare tax passed as part of Obamacare could pose a significant tax burden to affluent individuals already straining under other tax increases enacted last year.

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How Pre-Death Probate Can Protect An Estate Plan

by Glenn R. Kazlow, Christopher P. Massaro and Michael R. Yellin

The time has come for all states to adopt pre-death probate laws that provide an alternative to traditional “after-death” probate.

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Marketing In The Age Of Transparency

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Four issues have broad implications for the relationships between wealthy investors, their advisors and private investment issuers, says Hannah Shaw Grove, executive editor of Private Wealth magazine.

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Business Valuation As A Strategic Asset

by Lewis O. Hall and Christopher D. Hagen

Many entrepreneurs fail to put a plan in place to exit their businesses.

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How To Spend $342,000 A Year On Mansions You Never Visit

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Heiress Huguette Clark chose to spend her last 20 years living in a hospital, while leaving a collection of lavish mansions and Fifth Avenue apartments sitting empty.

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The Anatomy Of A Family Meeting

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Annual family gatherings or family retreats have become a recognized best practice for advisors serving successful families.

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High-Income Retirees May Face Limits On Growth

by Bobbi J. Bierhals

President Barack Obama’s budget proposal seeks to impose a limit on the prolonged tax deferrals and tax-free growth that high-income clients can achieve on their qualified retirement accounts.

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Preparing For A Wave Of Wealth Transfers

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A huge wave of wealth transfers is expected in the coming years and financial advisors who prepare for it will be most successful.

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Weighing The Obama Budget’s Impact On Estate Planning

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The Obama budget's elimination of exemption reunification, combined with a smaller gift tax exemption, would make lifetime gift planning far more complicated for wealthy families.

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