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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. |
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. |
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 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 August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what? |
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. |
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. |
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 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. |
Fast Company |
Ask The Experts: Does My Boss Have A Boundary Problem? Showing concern is one thing, but does telling your employee to come back to work after the death of a parent cross the line? |
The Motley Fool May 10, 2004 Dayana Yochim |
When to Hire a Pro What to do when life hands you a complicated money decision. |
On Wall Street December 1, 2011 Ann Marsh |
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans. |
The Motley Fool May 15, 2006 |
What a Will Does A will probably does more than you expected. It can save you and your loved ones money, for one thing. |
The Motley Fool December 29, 2003 |
When to Hire a Pro What to do when life hands you a complicated money decision. |
The Motley Fool February 9, 2007 Dan Caplinger |
I Love Trusts If you want to make sure your loved ones are protected after you're gone, trusts are the ticket to sleeping better at night. |
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 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. |
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? |
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 April 22, 2009 Dayana Yochim |
The Dark Side of Inheriting Money Guilt. Elation. Isolation. How to handle the confusion of being an heir. |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money How to help when a parent is no longer able to manage financial matters. |
Entrepreneur March 2005 Mark Henricks |
Parent Trap? Keeping mom or dad busy in their retirement years may be a noble reason to hire them, but be sure you know what you're getting into first. |
The Motley Fool January 3, 2007 |
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? |
American Family Physician October 1, 2000 |
Grieving: Facing Illness, Death and Other Losses What is grief?... What are the normal feelings of grief?... Symptoms of Grief... What usually happens first?... What happens after the anger wears off?... What is the first sign of relief?... What is the final stage?... How long does grief last?... Tips on dealing with a loss... |
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 7, 2005 Dayana Yochim |
How to Spend "Special" Money Sometimes what's financially right is emotionally wrong. So how do you treat a windfall? |
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. |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs. |
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. |
The Motley Fool February 10, 2007 Elizabeth Brokamp |
The Sad Side of Inheritance Unexpected windfalls are welcome, but on the heels of a loved one's death, they can also be a huge burden. Take your time making decisions when you're grieving. |
Investment Advisor March 2007 Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
The Motley Fool January 25, 2006 Dayana Yochim |
Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input. |
The Motley Fool October 1, 2004 |
Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts. |
The Family Room Cheryl Gochnauer |
Homebodies - The Inheritance ...But I don't want my influence on these precious little ones to only run skin-deep. There is a greater inheritance to share with my children, as we spend these fleeting years together.... |
Registered Rep. August 1, 2005 Kevin McKinley |
Helping Heirs Get Theirs Typically, financial advisors are focused on estate planning on behalf of the older generation rather than for those on the receiving end. But since younger family members are likely to live (and be clients) longer, serving as an advocate for imminent inheritors can be quite rewarding. |
The Motley Fool October 13, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Choosing Heirs Do you go for what's "fair," or do what your heart tells you to do? No matter what, meet with an attorney to plan your estate, including drafting an ironclad will, as well as a living will. |
Registered Rep. October 1, 2006 Anne Field |
Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how. |
ifeminists April 19, 2006 David Heleniak |
False Domestic Violence Accusations Can Lead To Parental Alienation Syndrome If the DV restraining order system could be reformed so that only real victims obtained restraining orders and only real abusers were thrown out their houses, then the number of heart-wrenching PAS cases would be greatly reduced. |
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? |
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. |
JavaWorld July 2001 Jeff Friesen |
Object-oriented language basics, Part 4 The author shows how to use inheritance to create layered objects, and compares and contrasts inheritance with composition... |
The Motley Fool September 5, 2007 Mary Dalrymple |
Your Inheritance, Lost You can't predict the twists and turns in life that may affect your dreamed-of inheritance. Timing, taxes, restrictions, and plain-old human nature may change things dramatically. In other words, don't count on your nest egg before it hatches. |
The Motley Fool January 11, 2005 Dayana Yochim |
Get Trustworthy Tax Help What to do when that 1040 EZ form turns out to be anything but "EZ." |
The Family Room Elizabeth Pantley |
Elizabeth Pantley - Get Your Toddler to Cooperate! Preschoolers require more finesse to gain their cooperation, because they have not yet reached the age at which they can see and understand the whole picture.... |
The Motley Fool March 24, 2004 Dayana Yochim |
Put Your Plan on Paper Life happens. Is your financial plan happening right along with it? |
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. |