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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. mark for My Articles similar articles
Financial Advisor
February 2008
Gail Liberman
Postnups Gaining In Popularity Financial advisors should be more mindful of postnups as a way to both educate people about finances and help them stay married. mark for My Articles similar articles
AskMen.com
Michael Hirsch
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. mark for My Articles similar articles
AskMen.com
Nick Kennedy
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. mark for My Articles similar articles
U.S. Banker
June 2008
Karen Krebsbach
Following a Vow of `I Do' With `OK, Now Sign Here' A recent poll shows that 49 percent of divorce-attorney members cited an increase in postnuptial agreements in the past five years. mark for My Articles similar articles
AskMen.com
Michael Hirsch
How To: Convince Her To Sign A Prenup Now that you've learned the nitty-gritty of prenuptial agreements, it's time to bring up the topic with your woman and get her to sign on the dotted line before she heads down the aisle with you. mark for My Articles similar articles
Financial Advisor
August 2010
Ben Mattlin
Tension Tamers Here's how to help your clients avert inheritance lawsuits between their kids and a new spouse. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Ruth Halcomb
Solidifying a Client Marriage There are a number of reasons advisors need to understand prenups and the battles that may accompany them, but one stands out above the others: If a client loses assets in a divorce, his advisor usually loses them as well. mark for My Articles similar articles
BusinessWeek
April 16, 2007
Susan Berfield
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. mark for My Articles similar articles
Inc.
June 2007
Daniel Akst
Breakup Blues Protecting your business if you (or your kids) get divorced. mark for My Articles similar articles
The Motley Fool
June 19, 2006
Rich Duprey
Step Up to a Prenup What a pre-marriage agreement lacks in romantic subtlety, it makes up for in financial security. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 17, 2010
Alan Lavine
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. mark for My Articles similar articles
AskMen.com
Nick Kennedy
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck mark for My Articles similar articles
Inc.
June 2007
Daniel Akst
Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully. mark for My Articles similar articles
The Motley Fool
April 1, 2004
Dave Braze
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
Financial Planning
August 1, 2013
Ingrid Case
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2010
Caren Chesler
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
September 2003
Nichole L. Torres
All's Fair All's fair in love and business, so you may need a prenup to protect your company's assets. mark for My Articles similar articles
Financial Planning
June 1, 2011
Martin Shenkman
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. mark for My Articles similar articles
The Motley Fool
June 19, 2006
Dan Caplinger
Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2008
Lewis Schiff
Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications. mark for My Articles similar articles
Financial Planning
August 1, 2012
Donald Jay Korn
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. mark for My Articles similar articles
The Motley Fool
June 27, 2006
Dan Caplinger
Protecting Your Small Business If your business partner moves on, make sure your business can still prosper. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2006
Suzanne McGee
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2007
Donald Jay Korn
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. mark for My Articles similar articles
AskMen.com
Terence Channon
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. mark for My Articles similar articles
Financial Planning
September 1, 2011
Martha C. White
Commingled Finances Advisors need to take extra steps in all the issues that couples face. mark for My Articles similar articles
Financial Advisor
January 2008
Caren Chesler
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. mark for My Articles similar articles
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. mark for My Articles similar articles
InsideFlyer
June 2012
Death, Divorce and Miles We take a look at what happens to your miles and points when you reach the end of the road. mark for My Articles similar articles
Financial Advisor
November 2012
Karen DeMasters
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2012
Jeffrey H. Rattiner
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. mark for My Articles similar articles
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. mark for My Articles similar articles