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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. |
Entrepreneur January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
Investment Advisor February 2007 Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
AskMen.com Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
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 |
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. |
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. |
Inc. June 2007 Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
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. |
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. |
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 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. |
Investment Advisor May 2010 Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
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. |
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 Planning June 1, 2007 Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
AskMen.com August 5, 2001 Liz Wertman |
How To Divorce Like You Are Buying A TV By preparing, you will be able to make informed decisions that will put you in control of your divorce. You will be in a position to negotiate with your spouse and your lawyer with self-confidence... |
The Motley Fool March 13, 2007 Dan Caplinger |
3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc. |
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. |
Financial Advisor August 2012 Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
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. |
Financial Planning June 1, 2007 Elizabeth O'Brien |
White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor. |
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. |
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. |
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. |
Inc. October 2004 Michael S. Hopkins |
How To Work (If You Must) With Your Spouse The challenges of working with a spouse are many. Here's how entrepreneurial couples can overcome them. |
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. |
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. |
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. |
The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning. |
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. |
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? |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future. |
Registered Rep. June 1, 2004 Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Financial Advisor July 2007 Dave J. Drucker |
The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate? |
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. |
Salon.com January 21, 2000 Shelley Emling |
A new year and a new spouse Forget losing weight. For 2000, a vast number of British couples resolved to lose something else... |
Entrepreneur April 2005 Geoff Williams |
Sharing the Love Do entrepreneurs make good spouses? It depends whom you talk to, of course, but marriage to an entrepreneur can be difficult. Yet it can be rewarding, too. |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
Financial Planning April 1, 2007 Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
Financial Advisor July 2005 Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
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. |
The Motley Fool June 16, 2006 Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
AskMen.com Michael Estrin |
6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married. |
Salon.com October 4, 2000 Jennifer Foote Sweeney |
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... |
Financial Advisor February 2004 Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
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. |
Salon.com March 19, 2001 Maria Russo |
The marriage hoax Conservative moralists, alarmed by the divorce rate, want us to return to a Golden Age of Marriage. Too bad it never existed. |
Registered Rep. February 24, 2015 John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
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. |