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On Wall Street November 1, 2011 Mayoras & Mayoras |
Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court. |
The Motley Fool June 13, 2006 Selena Maranjian |
Universal Default Can Whack You It's the cold shower of the credit card world. It means that one mistake with one creditor can result in significant rate hikes from lots of your other creditors. |
Financial Planning September 1, 2011 Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
AskMen.com Mr. Mafioso |
Mafioso: Deal With Parents You never neglect your parents. With all the Cousin Tonys and Aunt Maries on the family tree, your parents are some of the most important. |
BusinessWeek July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death |
Registered Rep. September 1, 2004 Daniels, Leibell & Prince |
On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan. |
Financial Planning December 1, 2012 Martin Shenkman |
Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them. |
The Motley Fool October 13, 2010 Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
BusinessWeek May 28, 2009 |
Age of Anxiety How children of varying ages deal with family financial worries. |
Finance & Development June 1, 2001 Gabrielle Lipworth & Jens Nystedt |
Crisis Resolution and Private Sector Adaptation The effect on existing debt of recent restructurings and rollovers is somewhat ambiguous and depends on whether positive news about individual instruments' recovery values outweighs negative news about the costs of default on them... |
The Motley Fool July 16, 2007 Selena Maranjian |
Do You Take This Credit Risk? When you marry someone, you may be marrying some massive financial headaches. Joint finances or separate accounts; what is right for you? |
Investment Advisor August 2008 Kara P. Stapleton |
Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement. |
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
The Motley Fool January 24, 2007 Dan Caplinger |
The Dangers of Co-Signing Know what you're getting into before you guarantee someone else's debt. Co-signing on another person's loan is beyond the regular call of duty, and you shouldn't feel bad if you decide it's not worth risking your own financial stability to do it. |
The Motley Fool February 27, 2007 Mary Dalrymple |
Is Your Credit Habit Risking House and Home? What to know when considering using home equity to pay off credit card debt. |
Registered Rep. April 10, 2012 Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
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? |
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. |
Commercial Investment Real Estate Mar/Apr 2015 Joel H. Schneider |
Creating Value Use real estate leases effectively in Chapter 11 situations. |
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. |
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. |
Financial Planning August 1, 2010 Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
Entrepreneur January 2004 Jane Easter Bahls |
Against Your Will Is your business drowning in debt? If so, you should know about a legal maneuver creditors can use to force your business into bankruptcy. |
Financial Planning May 1, 2013 Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
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. |
Financial Planning April 1, 2013 Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
Registered Rep. November 1, 2006 Jason Van Steenwyk |
How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants. |
Financial Advisor September 2007 Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Financial Planning September 1, 2012 Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
Inc. June 2009 |
Managing Business Insolvency and Bankruptcy Even after a business fails, an owner has important choices to make. |
Financial Advisor November 2007 Mitch Anthony |
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. |
Financial Advisor December 2004 Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
Financial Planning July 1, 2009 Scott Schutte |
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? |
Financial Planning October 1, 2011 Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
The Motley Fool April 11, 2007 Tim Beyers |
Why I'm Still Investing Can you have debt and still put money into stocks? Yes. |
AskMen.com September 9, 2012 Loukas Mexis |
Moving Back In With Parents The economic difficulties that devastated Greek households are forcing more and more 30-year-olds to return to their parent's household with a terrible sense of defeat. |
The Motley Fool May 28, 2009 Dayana Yochim |
Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future. |
The Motley Fool December 1, 2006 Mary Dalrymple |
Singing a Holiday Tune or a Debt Dirge? Attack your debt if the holidays have you wringing your hands over credit card bills. |
Financial Planning July 1, 2013 Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. |
Sports Central January 7, 2015 Mert Ertunga |
Thoughts on Tennis Parenting Recently, the issue of "tennis parenting," a term used for parents whose kids who play competitive tennis, has resurfaced within the last month. |
Financial Planning January 1, 2009 Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
AskMen.com October 14, 2002 Donald Morrison |
Clean Up Your Credit Report If you're planning on making a major purchase, taking out a loan, or even just applying for a credit card, you're going to need a good credit rating. If you've come to the unpleasant realization that your rating isn't as positive as you had hoped, it's time to start improving it. |
The Motley Fool July 8, 2005 |
How to Reduce Your Debt You don't have to suffer in debt. Many have dug themselves out. Here are some ideas. |
The Motley Fool October 9, 2009 Dayana Yochim |
It's OK to Talk About Loved Ones' Finances Steering clear of money topics is much worse than ignoring them. |
Registered Rep. February 24, 2011 Kevin McKinley |
Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents. |
Registered Rep. August 20, 2012 Lynn O'Shaughnessy |
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. |
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. |
BusinessWeek November 12, 2007 R. Berner & B. Grow |
Prisoners of Debt The fresh start promised by bankruptcy is under attack as big lenders keep squeezing money out of consumers whose debts were canceled by the courts. |
Financial Planning July 1, 2010 Donald Jay Korn |
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. |
BusinessWeek July 2, 2009 Lauren Young |
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. |