The SmartIRA™—An Easy Way to Name a Trust as an IRA Beneficiary

Posted by Heather Zack, JD, LLM, CAP

January 9, 2018 at 10:00 AM

Beneficiary designations are vital in executing a client’s estate plan, and an advisor’s understanding of all the beneficiary options available is equally as important. When a client names his or her spouse or children as beneficiaries of an IRA, most advisors are comfortable with the options those beneficiaries will have when it comes time for them to receive assets and take required minimum distributions (RMDs). Things become far less clear, however, when a client wants to break from the norm and use a more complex beneficiary designation—particularly naming a trust as an IRA beneficiary.

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Topics: Estate Planning

New Portability Rules for Estate Taxes: A Simplified Opportunity

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

November 14, 2017 at 10:00 AM

Looking for a way to help clients simplify their estate taxes, especially after the death of a spouse? The IRS’s new portability rules for estate taxes may be just the opportunity your clients need. The agency’s recently released Revenue Procedure 2017-34 allows for a deceased spouse’s unused exclusion amount to be transferred to the surviving spouse retroactively, offering the potential for substantial savings.

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Topics: Estate Planning

Case Study Series: Unlocking Value in Specialty Assets Through Charitable Giving

Posted by Heather Zack, JD, LLM, CAP

June 27, 2017 at 10:00 AM

Today's post is the third in our case study series, showcasing the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore strategies for unlocking value in specialty assets through charitable giving.

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Topics: Estate Planning

Case Study Series: Special Needs Planning and Asset Protection

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

June 21, 2017 at 1:30 PM

In today post, we’ll continue our case study series, showcasing the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore the importance of special needs planning and asset protection.

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Topics: Estate Planning

Case Study Series: An Education-Based Approach to Estate Planning

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

June 20, 2017 at 10:00 AM

Today’s post is the first in a case study series that will showcase the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore an education-based approach to estate planning.

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Topics: Estate Planning

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