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The Motley Fool
January 16, 2004
Dayana Yochim
Three Estate Must-Dos Do your family a favor: Don't leave these important "to do" items unattended. mark for My Articles similar articles
The Motley Fool
May 3, 2010
Dayana Yochim
Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative. mark for My Articles similar articles
The Motley Fool
August 18, 2004
Don't Die "Intestate" It's critical to have a will in place, even if you're young. mark for My Articles similar articles
The Motley Fool
November 1, 2006
Don't Die Intestate! Get your affairs in order before you make your final exit. mark for My Articles similar articles
AskMen.com
Michael Estrin
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
Personal Finance: Inheritance 101 Here's a broad overview of the issues you'll face when a relative, friend or even an acquaintance leaves you an inheritance. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 12, 2006
Avoid Probate Why dump hassles on your loved ones when you die? There are many ways to avoid probate, and you'd be best served by reading up on the topic and then consulting a professional. mark for My Articles similar articles
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." mark for My Articles similar articles
The Motley Fool
February 25, 2004
Selena Maranjian
All About Probate Know what to expect when someone dies. Probate can be a complicated hassle that can take away roughly 5-10% of the estate. mark for My Articles similar articles
The Motley Fool
November 2, 2004
Dayana Yochim
Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 15, 2005
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. mark for My Articles similar articles
The Motley Fool
January 15, 2010
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. mark for My Articles similar articles
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.). mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 14, 2004
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. mark for My Articles similar articles
The Motley Fool
January 26, 2004
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. mark for My Articles similar articles
Financial Advisor
March 2006
Roy Diliberto
Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 24, 2012
Jim Moniz
Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2003
Raymond Fazzi
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles
Registered Rep.
August 1, 2006
Janet Arrowood
Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years. mark for My Articles similar articles
Registered Rep.
November 2, 2015
David H. Lenok
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? mark for My Articles similar articles
AskMen.com
October 13, 2003
Dan Carter
Important Real Estate Websites Whether you're an investor looking to purchase commercial, residential or industrial real estate, or are simply looking to buy a new home, the World Wide Web has you covered. mark for My Articles similar articles
The Motley Fool
March 23, 2006
David Braze
Do You Need a Living Trust? It really doesn't pay to forgo the services of a qualified lawyer when dealing with a trust. The savings of a few bucks today may cost your family far more after you're gone. mark for My Articles similar articles
Financial Advisor
March 2005
Raymond Fazzi
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. mark for My Articles similar articles
National Real Estate Investor
September 1, 2006
Dees Stribling
Breaking Down Walls Client relationship management -- the hottest buzzword in corporate real estate circles these days -- is taking on heightened importance even as several real estate functions are being outsourced. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2002
William D. Sanders
Opening the 401(k) Marketplace It may well be that the 401(k) marketplace has the greatest potential for spurring significant growth in real estate stock investing over the next decade. mark for My Articles similar articles
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. mark for My Articles similar articles
National Real Estate Investor
August 1, 2006
Story on Newly Minted MBAs Snubs Leading Universities Letter to the editor: There are some 115 real estate programs at universities around the country. But there are only a handful of schools that have full programs, with regular full-time real estate professors. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2002
Lauren Raymond
Nobody's Fool Real estate investors of all levels turn to The Motley Fool's discussion board to ask questions, share information and learn from peers... mark for My Articles similar articles
Financial Advisor
November 2004
Alan Lavine
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. mark for My Articles similar articles
Financial Advisor
July 2005
Grove & Prince
The Affluent And The Federal Estate Tax Reform, repeal--and some sharp differences of opinion: This is the first in a series of articles about the federal estate tax and what the affluent think about it. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
Q&A with Bob Lieber Bob Lieber, co-head of Lehman Brothers' Global Real Estate Investment Banking unit, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 3, 2004
Selena Maranjian
Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it. mark for My Articles similar articles
National Real Estate Investor
March 1, 2003
Jim Arbury
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. mark for My Articles similar articles
The Motley Fool
March 15, 2004
Selena Maranjian
Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways. mark for My Articles similar articles
Real Estate Portfolio
Mar/Apr 2002
Matt Slepin
Leadership, Leadership, Leadership Publicly traded real estate companies have helped transform the real estate business from one of a collection of assets to one of long term, world class, operating and investment companies... mark for My Articles similar articles