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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. |
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. |
The Motley Fool August 18, 2004 |
Don't Die "Intestate" It's critical to have a will in place, even if you're young. |
The Motley Fool November 1, 2006 |
Don't Die Intestate! Get your affairs in order before you make your final exit. |
AskMen.com Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
The Motley Fool July 15, 2005 |
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. |
The Motley Fool January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
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 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. |
The Motley Fool September 14, 2004 |
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. |
The Motley Fool January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
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. |
Registered Rep. March 1, 2005 Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
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. 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. |
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. |
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. |
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. |
Financial Advisor November 2003 Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
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 Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
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? |
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. |
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. |
Financial Advisor March 2005 Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
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. |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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. |
The Motley Fool May 3, 2004 Selena Maranjian |
Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it. |
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. |
The Motley Fool March 15, 2004 Selena Maranjian |
Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways. |
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... |