Updated Monday, May 20, 2013 as of 2:52 PM ET
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Estate Planning
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- Are living trusts of any real use?
by jesuscole » Mon May 04, 2009 4:50 am - 12 Replies
- 12111 Views
- Last post by Bruce A. Ingram
Tue Mar 19, 2013 3:20 am
- Are living trusts of any real use?
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- Estate Planning Process
by GeorgiaCFP1 » Tue May 04, 2010 3:49 pm - 6 Replies
- 8418 Views
- Last post by Bruce A. Ingram
Mon Mar 18, 2013 8:51 pm
- Estate Planning Process
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- Estate Planning Attorney
by planningattorney » Mon Feb 13, 2012 6:22 am - 1 Replies
- 22606 Views
- Last post by Bradly T.
Sat Feb 18, 2012 2:32 pm
- Estate Planning Attorney
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- Irrevocable trusts
by ahoyem8 » Wed Oct 26, 2011 10:44 pm - 5 Replies
- 7056 Views
- Last post by Bradly T.
Mon Nov 21, 2011 11:44 am
- Irrevocable trusts
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- IRA Beneficiary Issue
by Weemery » Thu Oct 13, 2011 10:49 am - 2 Replies
- 5378 Views
- Last post by Bruce Steiner
Sun Nov 20, 2011 6:45 pm
- IRA Beneficiary Issue
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- Inheriting a 401(k)
by truevine » Wed Sep 07, 2011 6:44 am - 6 Replies
- 6389 Views
- Last post by Bruce Steiner
Sun Sep 11, 2011 9:09 am
- Inheriting a 401(k)
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- family business transition
by finerd » Mon Apr 18, 2011 11:21 am - 7 Replies
- 7040 Views
- Last post by Bradly T.
Tue Aug 02, 2011 5:41 pm
- family business transition
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- Structured Settlements
by RClark » Thu Apr 21, 2011 12:59 pm - 0 Replies
- 5810 Views
- Last post by RClark
Thu Apr 21, 2011 12:59 pm
- Structured Settlements
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- Back Office Estate Planners
by RClark » Wed Mar 16, 2011 5:38 pm - 5 Replies
- 7086 Views
- Last post by assetprotectionlawyer
Tue Mar 29, 2011 3:49 am
- Back Office Estate Planners
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- Senate estate tax Bill $5M exclusion
by Martin Shenkman » Sun Dec 12, 2010 8:55 pm - 9 Replies
- 12631 Views
- Last post by Bruce Steiner
Sun Mar 27, 2011 8:36 pm
- Senate estate tax Bill $5M exclusion
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- GRAT's
by PWMG » Thu Jan 27, 2011 11:31 am - 3 Replies
- 6785 Views
- Last post by PWMG
Tue Feb 01, 2011 9:33 pm
- GRAT's
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- Estate Planning Steps to Take Now
by Martin Shenkman » Mon May 03, 2010 5:14 am - 3 Replies
- 8243 Views
- Last post by Financial Health
Wed Jan 26, 2011 5:56 am
- Estate Planning Steps to Take Now
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- Life Insurance and Gift Planning Quandry
by MikeH2 » Thu Oct 14, 2010 7:25 am - 2 Replies
- 7389 Views
- Last post by PWMG
Tue Jan 25, 2011 11:59 pm
- Life Insurance and Gift Planning Quandry
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- Year End Planning TIme is Coming
by Martin Shenkman » Mon Aug 23, 2010 2:31 pm - 3 Replies
- 7514 Views
- Last post by Martin Shenkman
Tue Aug 24, 2010 11:06 am
- Year End Planning TIme is Coming
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- How to handle investments for irresponsible adult sibling
by Weemery » Mon Aug 09, 2010 2:30 pm - 3 Replies
- 7388 Views
- Last post by Bradly T.
Tue Aug 10, 2010 8:37 am
- How to handle investments for irresponsible adult sibling
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- Benefit of EIN vs SS# with Revocable Trust?
by Parshooter » Thu Jul 01, 2010 6:53 am - 5 Replies
- 9030 Views
- Last post by Parshooter
Thu Jul 01, 2010 6:27 pm
- Benefit of EIN vs SS# with Revocable Trust?
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- How do you plan for blended families?
by Martin Shenkman » Mon Jun 28, 2010 10:17 pm - 0 Replies
- 6438 Views
- Last post by Martin Shenkman
Mon Jun 28, 2010 10:17 pm
- How do you plan for blended families?
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- Choose a Right Designation for Estate Planning
by athena » Fri May 07, 2010 8:42 am - 0 Replies
- 6603 Views
- Last post by athena
Fri May 07, 2010 8:42 am
- Choose a Right Designation for Estate Planning
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- Questions about RMD's from Multiple Ben. IRAs
by DannW » Fri Apr 30, 2010 9:58 am - 1 Replies
- 6939 Views
- Last post by Bob H
Fri Apr 30, 2010 10:07 am
- Questions about RMD's from Multiple Ben. IRAs
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- What are you advising clients about estate tax repeal?
by Martin Shenkman » Thu Mar 04, 2010 4:45 pm - 9 Replies
- 9845 Views
- Last post by Bradly T.
Mon Mar 15, 2010 9:18 am
- What are you advising clients about estate tax repeal?
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- UTMA new benefit designation
by athena » Fri Mar 05, 2010 12:24 pm - 11 Replies
- 11826 Views
- Last post by athena
Thu Mar 11, 2010 12:05 pm
- UTMA new benefit designation
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- Investment Policy Statements (IPS) and Estate Planning
by Martin Shenkman » Thu Mar 04, 2010 5:34 pm - 0 Replies
- 6443 Views
- Last post by Martin Shenkman
Thu Mar 04, 2010 5:34 pm
- Investment Policy Statements (IPS) and Estate Planning
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- GRATs - Grantor Retained Annuity Trusts
by Martin Shenkman » Thu Mar 04, 2010 4:55 pm - 0 Replies
- 6565 Views
- Last post by Martin Shenkman
Thu Mar 04, 2010 4:55 pm
- GRATs - Grantor Retained Annuity Trusts
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- Live Twitter Coverage: Krawcheck at Philanthrophy Conference
by Community Manager » Tue Mar 02, 2010 9:39 am - 0 Replies
- 5898 Views
- Last post by Community Manager
Tue Mar 02, 2010 9:39 am
- Live Twitter Coverage: Krawcheck at Philanthrophy Conference
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- What is a very good asset protection book ????
by Rocket, CFP(R) » Sat Sep 26, 2009 9:32 am - 5 Replies
- 9334 Views
- Last post by Rocket, CFP(R)
Thu Oct 01, 2009 8:21 am
- What is a very good asset protection book ????
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- Life Insurance Options?
by bbittker » Thu Aug 13, 2009 10:08 pm - 7 Replies
- 10630 Views
- Last post by bbittker
Wed Aug 19, 2009 5:24 pm
- Life Insurance Options?
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- What is included in MAGI?
by hlcarolyn » Fri Jul 24, 2009 9:55 am - 6 Replies
- 9204 Views
- Last post by Bradly T.
Tue Aug 04, 2009 10:49 am
- What is included in MAGI?
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- existing policy on third party to ILIT?
by MrC1 » Tue Jul 21, 2009 3:12 pm - 8 Replies
- 10253 Views
- Last post by Lucullus
Wed Jul 29, 2009 9:38 am
- existing policy on third party to ILIT?
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- Looking for advice regarding living will and trust
by osbaldo » Wed Feb 25, 2009 5:27 am - 2 Replies
- 5549 Views
- Last post by osbaldo
Thu Jul 23, 2009 12:21 pm
- Looking for advice regarding living will and trust
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- Trust as IRA beneficiary
by Bill L., CFP » Tue Feb 03, 2009 6:26 pm - 6 Replies
- 9576 Views
- Last post by Bradly T.
Sun Jul 05, 2009 5:07 pm
- Trust as IRA beneficiary
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- Best Practice: Beneficiaries (Common Case)
by IdaPlanner » Wed Jan 14, 2009 12:22 pm - 2 Replies
- 7396 Views
- Last post by Bradly T.
Thu Jul 02, 2009 10:30 am
- Best Practice: Beneficiaries (Common Case)
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- Setting up my will and trust
by Caiden » Tue May 26, 2009 6:22 am - 1 Replies
- 7013 Views
- Last post by Bradly T.
Tue May 26, 2009 9:02 am
- Setting up my will and trust
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- Am I Really That Old?
by jesuscole » Fri Apr 03, 2009 5:58 am - 2 Replies
- 7372 Views
- Last post by Lucullus
Fri Apr 03, 2009 9:35 am
- Am I Really That Old?
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- Titling of Series E Bonds in Estate
by MrJones » Mon Mar 23, 2009 2:56 pm - 2 Replies
- 7562 Views
- Last post by Lucullus
Mon Mar 30, 2009 4:15 pm
- Titling of Series E Bonds in Estate
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- Maintaining property tax appraisal.
by WAC » Mon Mar 30, 2009 2:00 am - 0 Replies
- 6707 Views
- Last post by WAC
Mon Mar 30, 2009 2:00 am
- Maintaining property tax appraisal.
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- Premium financed life insurance
by super skippy » Fri Feb 20, 2009 12:57 pm - 3 Replies
- 7967 Views
- Last post by KERNWOOD
Thu Feb 26, 2009 9:38 am
- Premium financed life insurance
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- Where should I begin?
by clarence » Tue Jan 27, 2009 8:16 am - 3 Replies
- 7748 Views
- Last post by Vig Oren
Tue Jan 27, 2009 9:33 am
- Where should I begin?
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- Credit Card Debt After Death
by Matthew Tuttle » Tue Apr 29, 2008 12:38 pm - 1 Replies
- 7153 Views
- Last post by MyTwoNickels.blogspot.com
Sat Jan 24, 2009 9:23 am
- Credit Card Debt After Death
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- Trust Owned Life Insurance and Medicaid...
by Mike A. » Mon Dec 29, 2008 12:21 pm - 0 Replies
- 6666 Views
- Last post by Mike A.
Mon Dec 29, 2008 12:21 pm
- Trust Owned Life Insurance and Medicaid...
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- Restricted Beneficiary Form
by Community Manager » Wed Apr 30, 2008 3:38 pm - 1 Replies
- 7660 Views
- Last post by Bruce Steiner
Sat Dec 27, 2008 10:49 pm
- Restricted Beneficiary Form
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- RLT as primary beneficiary of IRA
by Mike A. » Tue Nov 04, 2008 4:59 pm - 0 Replies
- 6642 Views
- Last post by Mike A.
Tue Nov 04, 2008 4:59 pm
- RLT as primary beneficiary of IRA
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- QPRT
by Don8 » Wed Oct 01, 2008 1:27 pm - 0 Replies
- 6583 Views
- Last post by Don8
Wed Oct 01, 2008 1:27 pm
- QPRT
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- Over 90 year old
by ewrinc » Wed Sep 24, 2008 6:52 pm - 4 Replies
- 8207 Views
- Last post by Tad Borek
Wed Oct 01, 2008 12:43 pm
- Over 90 year old
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- Estate Planning Help
by DL » Thu Aug 28, 2008 11:56 am - 4 Replies
- 7700 Views
- Last post by DL
Fri Aug 29, 2008 3:50 pm
- Estate Planning Help
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- College Tuition and Medicaid Eligibility
by Mike A. » Tue Jul 29, 2008 3:58 pm - 0 Replies
- 6699 Views
- Last post by Mike A.
Tue Jul 29, 2008 3:58 pm
- College Tuition and Medicaid Eligibility
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- Creating a network of experts
by RonRob » Mon Jul 21, 2008 8:37 pm - 0 Replies
- 6530 Views
- Last post by RonRob
Mon Jul 21, 2008 8:37 pm
- Creating a network of experts
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- Non-Citizen Couple
by ennosys » Thu Jun 19, 2008 9:48 am - 1 Replies
- 6712 Views
- Last post by The Tax Dude?
Tue Jun 24, 2008 1:32 pm
- Non-Citizen Couple
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- ILIT
by Community Manager » Wed Apr 23, 2008 9:44 am - 3 Replies
- 7333 Views
- Last post by Nemo
Thu Jun 12, 2008 10:31 am
- ILIT
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- POA and beneficiary designations
by Lee-Bro » Mon May 05, 2008 10:38 am - 1 Replies
- 2667 Views
- Last post by ahearn1
Thu Jun 12, 2008 12:29 am
- POA and beneficiary designations
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- inheritance Tax Freeze technique
by MrC1 » Wed Jun 11, 2008 1:18 pm - 0 Replies
- 2083 Views
- Last post by MrC1
Wed Jun 11, 2008 1:18 pm
- inheritance Tax Freeze technique
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