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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.
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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.
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.
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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.
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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 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.
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 Family Room Gary Foreman	Do I Need a Will?
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 November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
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.
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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.
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.
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.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
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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.
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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.
The Motley Fool August 26, 2005 Selena Maranjian	Have a Yard Sale Turn your junk and clutter into dollars and space. Is your portfolio cluttered with dozens of stocks? If so, consider selling a bunch of them.
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.
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 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.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool July 21, 2006 Roy Lewis	Tax Your Shorts Before you short a stock, know the tax rules involved.
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.
BusinessWeek April 15, 2010 Amy Feldman	Surprise, You've Been Disinherited In this estate tax gap year, one traditional way of writing wills could leave some intended heirs getting nothing.
The Motley Fool January 21, 2010	6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think!
The Motley Fool August 18, 2004	Don't Die "Intestate" It's critical to have a will in place, even if you're young.
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.
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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 November 1, 2006	Don't Die Intestate! Get your affairs in order before you make your final exit.
The Motley Fool December 17, 2010 Morgan Housel	Big Picture: A Completely Broken Tax System You tell us how to fix it.
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.
The Motley Fool September 8, 2006 Dan Caplinger	Taxes and Your New Business: Part 1 Know how to steer clear of tax problems as a business owner.
The Motley Fool January 29, 2010 Dan Caplinger	The Motley Fool Guide to Doing Your Taxes It's time to get started.
The Motley Fool June 2, 2006 Dan Caplinger	Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more.
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 March 14, 2011 Selena Maranjian	7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved.
The Motley Fool September 12, 2007 Selena Maranjian	People Enjoy Paying Taxes?? Here's a surprising discovery: Paying taxes is a pleasure for many people.