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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. |
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. |
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. |
AskMen.com Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
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. |
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. |
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. |
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. |
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. |
Inc. June 2007 Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
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. |
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. |
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. 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. |
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 |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
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. |
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. |
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. |
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 |
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. |
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. |
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. |
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. |
Financial Planning June 1, 2007 Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
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. |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
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. |
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. |
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. |
Financial Advisor November 2012 Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
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 August 2012 Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
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. |