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The Motley Fool
February 16, 2005
Dayana Yochim |
Pre-Settle Your Estate We're not rushing you to your grave but urging you to make it easier for your surviving loved ones.   |
The Motley Fool
June 30, 2004
Dayana Yochim |
Write a Different Kind of Will An ethical will leaves your family with something more important than money. |
The Motley Fool
June 3, 2008
Dayana Yochim |
Write a Different Kind of Will Martin Kuritz's book, The Beneficiary Book: A Family Information Organizer, is a fill-in-the-answers guide that shows readers how to cross those financial t's and dot all the i's. But he also advocates a softer side of estate planning. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
Job Journal
August 1, 2004
Marty Nemko |
Quick Fix: What to Say After "Hello'' There are several quick ways to strike up a conversation. Here are a few of them. |
Entrepreneur
June 2004
Joan Szabo |
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Job Journal
July 20, 2008
Linda Christian |
Quick Fix: Are co-Workers Prepared for Your Vacation? Make sure your co-workers are prepared for your absence. |
The Motley Fool
May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
The Motley Fool
April 7, 2004
Dayana Yochim |
Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain. |
The Motley Fool
September 20, 2005 |
Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address. |
Financial Planning
March 1, 2013
Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
Job Journal
February 1, 2009
Marty Nemko |
Quick Fix: What to Say After "Hello" A few words on improving your networking small talk. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
Financial Planning
November 1, 2005
Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
Financial Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
The Motley Fool
April 8, 2005
Selena Maranjian |
10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.). |
The Motley Fool
June 9, 2006
Dayana Yochim |
Disaster-Proof Your Prized Possessions Preparation is the best defense against the demons of nature and other unforeseen disasters. Here are tips on backing up your important papers and keeping potential financial damage to a minimum. |
Financial Advisor
July 2005
Bruce W. Fraser |
How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill. |
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. |
AskMen.com
Ross Bonander |
4 Steps: Cope With Loss These 4 steps teach you to cope with loss by addressing times during the grieving process when it becomes overwhelming, and also inconvenient. |
