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The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Inc. June 2007 Daniel Akst	Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
Financial Advisor July 2007 Dave J. Drucker	The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate?
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
The Motley Fool May 18, 2007 Elizabeth Brokamp	Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here!
Financial Advisor September 2010 Caren Chesler	Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.
Entrepreneur May 2005 Paul & Sarah Edwards	Love and Business? Following these four tips can help spouses run a business without ruining their marriage. They'll be helpful to other couples, too.
Registered Rep. July 11, 2014 Mark Miller	Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed.
Investment Advisor February 2007 Susan L. Hirshman	Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists.
Investment Advisor May 2010 Angela Herbers	The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves.
Entrepreneur October 2005 Nichole L. Torres	For Better or Worse Look no further for a business partner. You may already have a perfect match - your spouse.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property: Part 2 When you first encounter community-property laws, they may seem confusing and unnecessary. However, the benefits of community property can result in large income-tax savings.
AskMen.com Michael Estrin	6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married.
Entrepreneur January 2010	Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster.
BusinessWeek December 3, 2009 Chris Farrell	Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families.
Entrepreneur April 2005 Geoff Williams	Sharing the Love Do entrepreneurs make good spouses? It depends whom you talk to, of course, but marriage to an entrepreneur can be difficult. Yet it can be rewarding, too.
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.
Financial Planning August 1, 2013 Ingrid Case	Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others.
The Motley Fool June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
Salon.com January 21, 2000 Shelley Emling	A new year and a new spouse Forget losing weight. For 2000, a vast number of British couples resolved to lose something else...
The Motley Fool February 16, 2007 Elizabeth Brokamp	Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here!
The Motley Fool April 1, 2004 Dave Braze	Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what.
Financial Planning September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
Registered Rep. November 1, 2004 Daniels, Leibell & Prince	Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family.
The Motley Fool April 9, 2007 Mary Dalrymple	When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports.
Financial Planning October 1, 2009 Susan B. Weiner	Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need.
Investment Advisor June 2007 Olivia Mellan	Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life.
CFO March 1, 2004 Kate O'Sullivan	Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples.
CFO November 1, 2007 Clint Willis	Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
The Motley Fool October 17, 2006 Mary Dalrymple	Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives.
Financial Advisor February 2004 Joseph B. Darby III	A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them.
Inc. December 1, 2009 Meg Cadoux Hirshberg	10 Tips for a Happy Marriage Here are a list of rules for entrepreneurs who aspire to a happy marriage and thriving family life.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Financial Planning August 1, 2012 Katie Kuehner-Hebert	One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct.
The Motley Fool June 29, 2007 Elizabeth Brokamp	Cool-Down: How to Stay in Financial Shape Your efforts to improve your communications around money won't just have a good effect on your bottom line; they're likely to improve the overall health of your marriage.
On Wall Street October 1, 2012 Elizabeth Wine	Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.
Registered Rep. October 1, 2002 Ruth Halcomb	Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue.
Salon.com March 28, 2002 Ann Marlowe	Why do women wed? A new book argues that women put much more work into marriage than men do, and asks why they bother...
ifeminists February 4, 2003 Wendy McElroy	Adultery: the Intimate Fraud We should stop winking and look adultery straight in the eye. In doing so, it will be revealed as an ugly phenomenon that good marriages need not fear.
Financial Advisor August 2012 Jeffrey H. Rattiner	Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce.
Financial Planning June 1, 2006 Norman A. Dawidowicz	The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs.