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The Motley Fool June 20, 2006 Dan Caplinger	When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families.
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.
Financial Planning October 1, 2013 Martin Shenkman	New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
Entrepreneur August 2004 Scott Bernard Nelson	Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Financial Planning October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
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."
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.
Investment Advisor June 2006 Marlene Y. Satter	Insurance Update: Back to Basics New products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight of the basic purposes of products that can benefit their clients, even in a changing financial environment.
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.
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
The Motley Fool July 12, 2006 Dan Caplinger	Don't Touch That Money! It may come as a surprise, but if you find yourself entitled to an inheritance, sometimes it's best to choose not to take it. This article discusses a few of the common situations in which such a decision, called a qualified disclaimer, can be your best move.
Financial Planning June 1, 2012 Martin Shenkman	Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.
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.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
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.
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 January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
Financial Planning June 1, 2012 Donald Jay Korn	Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse.
Investment Advisor February 2007 Susan L. Hirshman	Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
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 September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
Financial Advisor July 2005 Mark S. Furman	Correcting Mistakes In Legal Documents In the right circumstances, irrevocable estate documents can be changed.
On Wall Street June 1, 2011 Myrna L. Wigod	When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce.
Financial Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
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 Planning March 1, 2008 Martin M Shenkman	Decision: Unitrust Unitrusts are not broadly understood within the financial planning industry, so knowing when to unitrust and when not to unitrust can give you a leg up with your client.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
Financial Planning January 1, 2009 Ed Slott	Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
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 May 2010 Angela Herbers	Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff.
The Motley Fool June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property: Part 2 When you first encounter community-property laws, they may seem confusing and unnecessary. However, the benefits of community property can result in large income-tax savings.
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.
On Wall Street November 1, 2011 Darlys S. Harmon-Vaught	When "I Do" Becomes "I'm Done" A client needs a financial advisor well versed in the division of marital assets, its tax implications and state laws. Such an advisor can help one side of a divorcing couple make the best of a tough and life-changing situation.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Registered Rep. July 1, 2006 Janet Arrowood	In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.