Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Financial Planning August 1, 2006 Suzanne McGee	Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Registered Rep. February 7, 2014 Hartley & LeBlanc	Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind?
Financial Advisor August 2010 Ben Mattlin	Tension Tamers Here's how to help your clients avert inheritance lawsuits between their kids and a new spouse.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Planning October 1, 2008 John J Bowen Jr	Wealth Transfer It's important for financial advisors to understand the profound effects that inherited money has on inheritors when developing a strategy to work with them.
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
The Motley Fool February 10, 2004 Dayana Yochim	The Windfall Whipsaw The author looks at some of the complications that accompany a financial windfall and offers tips on preparing to be an inheritor.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
Financial Planning October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
Investment Advisor October 2007 Olivia Mellan	Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.
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 June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
The Motley Fool September 6, 2005 Dayana Yochim	Why Windfalls Make Us Worry What at one moment seems like a wonderful opportunity often becomes tainted with guilt and confusion at best, and sibling rivalry and financial paralysis at worst. With these steps, you can avoid the agitation that too often comes with an inheritance.
Psychology Today May/Jun 2007 Mark Teich	House Divided: Hate Thy Father In an era of bitter divorce battles, parents often use children as hammers to bash each other, manipulating not only the legal system but also their children's affections. Can a broken parent-child bond be restored?
Registered Rep. July 1, 2005 Kevin McKinley	The Inheritor's Safe Room Inheritance is the stuff of dreams for advisors and clients alike, but it often has nightmarish potential.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
Registered Rep. February 1, 2005 Ruth Halcomb	In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
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.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how.
The Motley Fool May 10, 2004 Dayana Yochim	When to Hire a Pro What to do when life hands you a complicated money decision.
Registered Rep. February 24, 2011 Kevin McKinley	Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible.
The Motley Fool December 29, 2003	When to Hire a Pro What to do when life hands you a complicated money decision.
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.
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
Financial Advisor January 2006 Karen DeMasters	Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client.
Financial Planning September 1, 2011 Scott Schutte	Suddenly Wealthy Newfound wealth may bring a major life change for clients, often stirring a range of complex emotions.
U.S. Banker February 2007 Karen Krebsbach	'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early.
Financial Planning July 1, 2012 Janice Fioravante	Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients.
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.
Investment Advisor August 2007 Lewis Schiff	Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children.
Registered Rep. November 26, 2015 Matt Oechsli	Who Is the Lead Parent? Busy parents don't have the time or inclination to oversee the increasing complexity of their family's financial affairs. That's where an advisor can step in.
Registered Rep. January 1, 2003 Steve Gresham	Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
Financial Advisor May 2007 Bruce W. Fraser	When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience?