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PC Magazine
May 4, 2004
Carol Ellison |
Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold.   |
CIO
June 15, 2001
Eric Berkman |
Self-Serve Law Websites that help people draft simple legal documents when they don't want to pay an attorney. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
The Motley Fool
September 8, 2006
Tim Beyers |
Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides. |
The Motley Fool
August 3, 2007
Rich Duprey |
7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family. |
The Motley Fool
January 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
The Motley Fool
June 2, 2006
Dan Caplinger |
Estate Planning: Wills Depending on your wishes and the complexity level of your estate, a will can work well as your primary estate-planning document. |
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince |
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." |
Registered Rep.
January 1, 2003
Roy M. Adams |
Looking for a Lucrative Relationship? When you strike up a professional relationship, you may be pleased to make a new friend. But you'll be really happy if that friend brings you business. Which brings us to this month's topic: Why financial advisors should get to know estate attorneys. |
The Motley Fool
June 16, 2006
Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
PC World
November 2000
Edward N. Albro |
Where There's WillMaker 8, There's a Way With Nolo.com's WillMaker 8, the latest revision of the company's estate-planning software for Windows 9x and 2000, you can prepare a will or confer power of attorney on the person of your choice in the event that you become incapacitated... |
AskMen.com
Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
The Family Room
Gary Foreman |
Do I Need a Will? |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
Linux Journal
February 1, 2007
Marcel Gagne |
Cooking with Linux - Words, Words, Words... When it comes to being understood and sharing information, it's not just about open source, it's about open standards. |
Financial Advisor
May 2006
Karen DeMasters |
Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important. |
AskMen.com
Michael Estrin |
Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer. |
Financial Advisor
October 2008
Joel Bruckenstein |
The Power Of PDFs Acrobat 9 Pro Extended offers some compelling new features that can be used to enhance a financial advisory practice. |
The Motley Fool
July 12, 2006
Dan Caplinger |
Don't Touch That Money! It may come as a surprise, but if you find yourself entitled to an inheritance, sometimes it's best to choose not to take it. This article discusses a few of the common situations in which such a decision, called a qualified disclaimer, can be your best move. |
Financial Planning
March 1, 2008
Tignanelli et al. |
Document Storage Planning firms that want to implement information planning for their clients must create a secure storage center within the firm, so documents can be readily accessed by both the firm and the client. |
Financial Planning
August 1, 2006
Deborah Levenson |
Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind. |
The Motley Fool
June 19, 2006
Dan Caplinger |
Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family. |
AskMen.com
June 23, 2002
Donald Morrison |
Preparing Your Last Will & Testament The reality is -- like it or not -- that the world will continue to exist without you in it. And seeing as you won't want to give your loved ones the shaft just because you won't be around to enjoy life anymore, perhaps it's time to start making arrangements for your departure. |
Financial Planning
September 1, 2005
Lynn S. Clarke |
Good Reads Basic books about estate planning can help clients ask the right questions. Here are three to suggest. The Complete Book of Wills, Estates & Trusts by Alexander A. Bove Jr., second edition... The American Bar Association Guide to Wills & Estates, second edition... etc. |
Registered Rep.
March 1, 2005
Will Leitch |
Fluffy's Big Pay Day Clients cannot bequeath directly to a pet, but there are ways to ensure Fluffy and Rex are cared for after their owners pass on, says Frances Carlisle, a New York City attorney specializing in wills and trusts for animals. |
Financial Planning
March 1, 2006
Christ Blunt |
Practice Tips: Managing the Paper Financial advisers can add value to their client relationships by helping clients organize their important documents. Here's how to do it. |
InternetNews
October 3, 2005
Jim Wagner |
PDFs Native to The New Office Microsoft's upcoming Office suite will include support for the format. Will Adobe feel the pressure? |
Information Today
February 2002 |
Self-Lawyering with Nolo.com Nolo.com is the Web site for Nolo Press, the leading publisher of law books for lay readers. It has deep and informative content on common legal matters (estates, divorce, taxes, etc.) that most people will encounter... |
PC World
July 16, 2007
Michael S. Lasky |
Make PDFs PDQ Combine multiple files and Web pages into one PDF, in a snap. |
Investment Advisor
February 1, 2011
Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
Information Today
September 2011
Paula J. Hane |
Upstart Legal Services Gain Traction What a lot of activity we've seen lately in online legal services -- acquisitions, investments, new traction in the market, and even newly launched services. |
Metropolis
April 2007
Paul Makovsky |
The Color Forecast A foldout guide to the earthier, more natural colors you'll be seeing this year. |
American Family Physician
October 1, 2000 |
Advance Directives and Do-Not-Resuscitate Orders What are advance directives?... What is a living will?... What is a durable power of attorney for health care?... Are living wills and DPAs legal in every state?... What is a do-not-resuscitate order?... Who should have an advance directive?... How can I write one?... |
