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The Estate Planner

A Newsletter for estate planning practitioners

The Estate Planner
 

July 13, 2016

16 Topics to Discuss at an Initial Client Meeting

Lawrence Frolik and Bernard A. Krooks

With an understanding of what’s important to the client, you can begin to outline choices and solutions that translate vague values and wishes into specific solutions.

FULL ARTICLE


Are You "Wealthy"?

Patricia Angus

I can no longer hold back my concerns about the way in which private wealth advisors address the questions of wealth, family, success and society.

FULL ARTICLE


IRS Releases Information on Required Minimum Distributions

Michelle L. Ward

The IRS reiterated some rules regarding required minimum distributions and the required beginning date for taking them.

FULL ARTICLE


Estate Planning for an Aging Population

John M. Goralka

A longer average lifespan has many benefits, but it also means that Americans need more financial support as they age.

FULL ARTICLE


Quid Pro Quo

Craig R. Hersch

It seems that many professionals in the legal, tax and financial services industries have quid pro quo attitudes.

FULL ARTICLE


Turkey to Grant New Tax Amnesty for Residents’ Assets Abroad

Dr. Erdal Ekinci and Gunes Helvaci

Dr. Erdal Ekinci and Gunes Helvaci provide a breakdown of the proposed legislation that would enable individuals resident in Turkey to bring their undeclared assets located abroad to Turkey tax-free.

FULL ARTICLE


 

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