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Trusts & Estates

Business Sales and Legacy Decisions

Determining how much you need from the sale of your private business, how to evaluate alternative term sheets, and how to power up your enhanced legacy potential.

March 1, 2011
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Estate Planning

Weighing the Worth of a Roth IRA Conversion in an Estate Plan

Converting from a traditional IRA to a Roth can build wealth and enhance estate plans for families of means.

February 1, 2011
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Family Business

When You Sell Your Business, Will You Get What You Need?
Brian D. Wodar
Director—Wealth Management Group
Gregory D. Singer
National Managing Director, Director of Research—Wealth Management Group

In this article, we parse some of the intertwined financial and emotional issues that inevitably arise when selling a closely held business. We examine the trade-offs of three different cash deals—one of which offers all the cash up-front, while the other two attach contingencies that can add to—or subtract from—final proceeds.

January 1, 2011
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Trusts & Estates

Walking the Balance Beam
Dianne F. Lob
Chairman—Private Client Investment Policy Group
Gregory D. Singer
National Managing Director, Director of Research—Wealth Management Group

Last year was a good one for investors, though they may not have realized it in the midst of the volatility that marked 2010. In this article, we assess 2010 and the landscape ahead—potentially opportune for stocks but riskier for bonds.

January 1, 2011
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BNA Tax Management

Reeling, Rolling and Reining In ‘‘Shark-Fin’’ CLATs

With AFR and 7520 rates at all-time lows, estate planners should reconsider the benefits of the charitable lead annuity trust, or “CLAT.” Although a CLAT is generally appropriate only for a client with some charitable intent, there are significant wealth transfer benefits as well.

December 1, 2010
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The CPA Journal

Investment Planning Amid Tax Uncertainty

One rule of thumb in investing says that you should pay no tax before it is due. But the coming shift in tax rates, along with the uncertainty surrounding the tax law, suggests you think twice. An article from the CPA Journal summarizes our research into the potential benefits of prepaying taxes in 2010.

September 1, 2010
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Estate Planning

Quantifying the Wealth Transfer Opportunity

Recovering markets and low interest rates have created favorable conditions for charitable lead annuity trusts (CLATs) and intra-family loans. An article from Estate Planning magazine summarizes our research, which quantifies the probability and likely magnitude of success of these two strategies in the current environment.

August 1, 2010
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The CPA Journal

The Roth Conversion Question

The Roth IRA enables investors to effectively shelter more assets from taxes for a longer period of time. But converting means accelerating taxable income into an earlier year. It is a choice that requires careful analysis. In this article, we apply our wealth management research and analytical tools to illustrate the benefits and liabilities of converting.

May 31, 2010
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Trusts & Estates

The Real Allure of Emerging Markets

There’s little relationship between country-level gross domestic product growth and local stock market returns. A better approach: identify companies that will benefit most and will pass on those benefits to investors.

April 15, 2010
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