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The Motley Fool
July 30, 2004 |
What Do Wills Really Do? Don't neglect preparing a will. It can help you in more ways than you think.   |
The Motley Fool
January 22, 2007
Selena Maranjian |
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. |
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
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 Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
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
July 15, 2005 |
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. |
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. |
AskMen.com
June 23, 2002
Donald Morrison |
Preparing Your Last Will & Testament The reality is -- like it or not -- that the world will continue to exist without you in it. And seeing as you won't want to give your loved ones the shaft just because you won't be around to enjoy life anymore, perhaps it's time to start making arrangements for your departure. |
The Motley Fool
September 14, 2004 |
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. |
Financial Planning
October 1, 2005
Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance. |
On Wall Street
February 1, 2012
Alan J. Foxman |
Death of A Client Until a personal representative (or executor) is appointed by the probate court, the client no longer has the ability to ratify the trades or revoke the authority granted. |
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. |
Financial Planning
August 1, 2006
Deborah Levenson |
Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind. |
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. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. |
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. |
AskMen.com
Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business. |
BusinessWeek
September 4, 2006
Anne Tergesen |
You Will, Won't You? It's flattering to be asked, but being executor of an estate is time-consuming - and risky. |
Commercial Investment Real Estate
Jul/Aug 2006
Richard S. Lehman |
Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors. |
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. |
The Motley Fool
January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
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
December 1, 2006 |
Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions. |
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. |
Registered Rep.
February 1, 2005
Daniels, Leibell & Prince |
An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons. |
Reason
May 2004
Julian Sanchez |
Data: State Squeeze A study finds state and local taxes on business - including property, sales, and corporate income taxes - growing at an accelerating rate. |
BusinessWeek
December 22, 2003
Anne Tergesen |
The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive. |
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
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
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. |
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. |
The Family Room
Gary Foreman |
Do I Need a Will? |
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. |
The Motley Fool
November 8, 2006
Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. |
The Motley Fool
April 21, 2006
Roy Lewis |
It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
The Motley Fool
May 10, 2004
Dayana Yochim |
When to Hire a Pro What to do when life hands you a complicated money decision. |
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
April 30, 2004
Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
The Motley Fool
December 29, 2003 |
When to Hire a Pro What to do when life hands you a complicated money decision. |
Financial Planning
February 1, 2010
Martin M. Shenkman |
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. |
BusinessWeek
June 18, 2007 |
Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy. |
The Motley Fool
June 30, 2009
Dan Caplinger |
How to Invest When Tragedy Strikes If tragedy strikes, will your loved ones know how to manage the money that you've spent decades of your life trying to save for them? |
The Motley Fool
July 21, 2006
Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved. |
The Motley Fool
December 21, 2005
Roy Lewis |
Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember. |
Financial Planning
April 1, 2005
Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
The Motley Fool
January 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
