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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? 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
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. 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
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. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
May 10, 2004
Dayana Yochim
When to Hire a Pro What to do when life hands you a complicated money decision. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 29, 2003
When to Hire a Pro What to do when life hands you a complicated money decision. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
The Motley Fool
January 22, 2007
Selena Maranjian
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 3, 2007
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 1, 2004
Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts. mark for My Articles similar articles
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.... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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.... mark for My Articles similar articles
The Motley Fool
March 24, 2004
Dayana Yochim
Put Your Plan on Paper Life happens. Is your financial plan happening right along with it? mark for My Articles similar articles
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. mark for My Articles similar articles