The Restricted Management Account – An FLP Alternative
In light of the IRS' sustained attacks on family limited partnerships and family limited liability companies, high net worth individuals may want to consider some new techniques for accomplishing tax-efficient transfers of wealth. The restricted management account (or RMA) appears to be a simple and cost effective method for accomplishing such transfers.
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Allocation. Allocation. Allocation.
A real estate professional will tell you that the three most important factors in selling real estate are location, location and location. What are the most important factors in managing investments and structuring investment portfolios?
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Section 529 Plans
How would you like to save for your child's or grandchild's higher education costs and have the income earned on these savings grow tax-free? Now you can!
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Wealth Consolidation Services
Eliminate the need to review dozens of monthly statements each month through Account Aggregation.
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Estate and Wealth Preservation Planning: Planning Ahead May Avoid the Need for Crisis Management
A well designed and properly implemented estate and wealth preservation plan is absolutely vital in order to protect your loved ones in case of a sudden unexpected illness, injury or death.
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Value Oriented Trusts Have Increased Appeal to Wealthy
Parents often are forced to answer the question, "How much wealth do I want my children to have (and when)?" Value oriented trusts can help.
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Positive Changes in Term Life Insurance
Premiums on term insurance continue to drop and the guarantees and benefits provide a good solution to many people’s insurance needs.
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