Horton Foote's Dividing the Estate 

Oct 31, 2007, By David Adler, freelance journalist, New York

Horton Foote's Dividing the Estate, a play about family interdependence, love, hate and estate planning, had a limited run, Sept. 27 to Oct. 28, to critical acclaim in New York City....

Richistan 

Sep 19, 2007, By David A. Geracioti, editor in chief, Registered Rep., New York

A peek at the country within our country, where the rich live and consume -- copiously...

Restorative Payments 

Aug 22, 2007, By Bruce D. Steiner, of counsel, Kleinberg, Kaplan Wolff & Cohen, P.C., New York

Good news for taxpayers: the Internal Revenue Service extended these payments to retirement plans...

New Programs Guarantee Retirement Income 

Jul 17, 2007, By Alan Lavine

Highly paid executives have a new way to guarantee lifetime monthly income from their company's 401(k) plans. It's a nifty new array of products; but they do have drawbacks. ...

The 419(e) Plan Is a Good Option—If Handled Well 

Jun 20, 2007, By Alan Lavine

If your clients who are business owners are thinking about setting up a 419(e) single-employer welfare benefit arrangement plan, beware: It must be airtight to escape the tentacles of the Internal Revenue Service....

Piggybacking on Stellar Returns 

May 23, 2007, By David T. Leibell and Daniel L. Daniels of Cummings & Lockwood, LLC in Stamford, Conn.

IRS approves investors using charitable remainder trusts to gain access to some of the nation's best investment managers...

Total Coverage 

Apr 18, 2007, By Alan Lavine

Specialty insurance covers identity theft, home invasion, kidnapping and ransom. What's worth buying?...

IRS “Clarifies” Rules for Inherited IRAs 

Mar 21, 2007, By Michael J. Jones, partner, Thompson Jones LLP, Monterey, Calif.

Beneficiaries of qualified retirement plans know the value of stretching out distributions over life expectancy. Retirement plans may -- but don't have to -- offer stretch distributions to beneficiaries....

Selling Property? 

Feb 14, 2007, By Alan Lavine

The Treasury Department and Internal Revenue Service are expected this week to adopt a rule change that effectively kills the use of private annuity trusts to postpone taxes on the sale of appreciated property. ...

The Twilight of Employer-Sponsored Health Insurance? 

Jan 30, 2007, By Geoff Lewis, editorial director, Financial Services Division, Penton Media

There's a lot of talk lately about revamping our health care system to address its outrageous costs and the millions of uninsured. ...

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