Estate Planning

Keebler Delivers Everything A Financial Advisor Needs To Know About Taxation Of Trusts And Estates

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by agluck     May 30, 2016      0.0 (0) Billing a webinar as “Everything A Financial Advisor Needs To Know About Estate Planning And Trusts,” is audacious, but Robert Keebler delivers the goods. Keebler received a 4.8-star rating of the live session. Then, in a fast-paced and broad-ranging 15-minute Q&A, Keebler offer unvarnished analysis of the tax policy implications

IRAs, Death And Taxes Wins A 4.7-Star Rating

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by agluck     April 01, 2016      0.0 (0) Need a refresher class on advanced IRA planning techniques? Bob Keebler nails it in this class this 4.7-star rated session. While the title of the session title is “IRAs and Roth IRA After A Client Dies,” Keebler goes through the labyrinthine rules covering IRA inheritance and second marriages, kids with special needs, and other re

If You're An Advisor In Maryland: Tell Your Clients That Living Longer Could Make Their Heirs Wealthier

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by agluck     June 03, 2014      0.0 (0) The good news for UHNWIs residing in Maryland is that the longer they live, the wealthier their heirs will be. The bad news is that if they die within the next four years, their heirs may have to pay state estate taxes.    On May 15, 2014, Governor Martin O'Malley signed into law a bipartisan bill "recoupling" Maryland st

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Highlights From The 2014 Heckerling Institute Conference On Estate Planning

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by gideonr212     January 28, 2014      0.0 (0) If you've never attended the Heckerling Institute on Estate Planning, you have been missing out on the best estate planning conference for wealth advisors. Some 2,874 professionals -- accountants, attorneys, bankers, insurance agents and financial planners -- descended on Orlando for this year's conference, the 48th, for a week of continuing

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When To Rely On Portability? Answers To This And Other Questions About 2014 Estate Planning Techniques For Financial Planners

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by gideonr212     December 27, 2013      0.0 (0) Some questions went unanswered at my recent webinar about estate planning techniques financial planners need to know about as 2014 begins. Below are answers to questions from attendees about when portability might be relied upon, the use of non-grantor trusts, and the disposition of digital assets at death.   (You can replay this web

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