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The Motley Fool June 9, 2004 Dayana Yochim |
Money and Remarriage A list of financial issues that you should tackle when getting married. All this stuff is important whether it's your first or fifth marriage. But it's especially important for couples who have merged their money with another in the past. |
The Motley Fool October 10, 2006 Dayana Yochim |
Money and Mr. Right Now First comes love. Then comes marriage. Then comes divorce and the blush of a new love. Then comes marriage again, and the host of financial issues that come with it. Here are four tips for untangling the finances of the previously entangled. |
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 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. |
The Motley Fool May 28, 2008 Dayana Yochim |
Money and Mr. Right Now These are some key nuts-and-bolts moves that will smooth the transition into a second marriage for people who have merged their money with another's in the past. This is important, whether it's your first or fifth time saying "I do." |
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. |
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. |
The Motley Fool March 8, 2004 Dayana Yochim |
Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married. |
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 August 5, 2004 Dayana Yochim |
Money Worries for the Unmarried Your love may be strong, but your financial rights are tenuous if it's not official. |
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. |
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. |
The Motley Fool September 15, 2005 Dayana Yochim |
Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies. |
Financial Planning January 1, 2006 Sheryl Garrett |
A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning. |
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. |
On Wall Street June 1, 2011 Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
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. |
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. |
Financial Advisor January 2008 Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
BusinessWeek December 3, 2009 Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
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 November 2012 Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
BusinessWeek April 16, 2007 Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
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. |
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. |
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." |
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. |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Single and Starting Out Estate planning for young singles is usually not complicated, but by briefly considering a few basic issues, you can make things a lot easier for the people who love you if something unforeseen does happen. |
AskMen.com Michael Hirsch |
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. |
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... |
AskMen.com Nick Kennedy |
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck |
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. 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. |
Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
Registered Rep. February 24, 2015 John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
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. |
Entrepreneur July 2004 Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. |
The Motley Fool June 28, 2007 John Rosevear |
Marriage: The Ultimate Merger How to navigate the treacherous waters of financial union. |
Investment Advisor November 2007 Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. |
Investment Advisor November 2006 |
300 Million, and Changing The Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the population is changing, too. |
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. |
Financial Advisor February 2008 Gail Liberman |
Postnups Gaining In Popularity Financial advisors should be more mindful of postnups as a way to both educate people about finances and help them stay married. |
Salon.com March 19, 2001 Maria Russo |
The marriage hoax Conservative moralists, alarmed by the divorce rate, want us to return to a Golden Age of Marriage. Too bad it never existed. |
The Motley Fool January 23, 2004 |
Couples and Credit How should newlyweds comingle their credit cards? |
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 July 12, 2004 Dayana Yochim |
Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding. |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Salon.com January 9, 2003 Sheerly Avni |
Unwedded bliss One of the founders of the Alternatives to Marriage Project talks about the deep-seated American fear that shacking up will lead to the fall of Western civilization. |
AskMen.com Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
The Motley Fool June 19, 2006 Rich Duprey |
Step Up to a Prenup What a pre-marriage agreement lacks in romantic subtlety, it makes up for in financial security. |