Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning September 1, 2007 Martin M. Shenkman	Estate Planning: The Great Powers You may think that powers of attorney are simple, but once you have to use them that may not be the case.
Financial Planning April 1, 2010 Martin Shenkman	Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you.
Financial Planning February 1, 2011 John Knowlton	The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.
The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
Registered Rep. May 1, 2005 Daniels, Leibell & Prince	Planning for the Unthinkable End-of-life events are almost always fraught with financial implications that need to be addressed. The better prepared a patient and his family are for end-of-life decisions, the more smoothly the financial portion of the event is likely to proceed.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
The Motley Fool March 23, 2005 Dayana Yochim	A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
The Motley Fool September 8, 2006 Tim Beyers	Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Financial Advisor October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
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.
The Motley Fool November 2, 2004 Dayana Yochim	Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire.
BusinessWeek June 5, 2006 Toddi Gutner	"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust.
On Wall Street July 1, 2009 Alan Foxman	Expunged Arrest from Past Still Haunts Advisor Readers questions regarding expunged arrest, private placements, and arbitration actions against advisors are answered.
Financial Planning January 1, 2005 Jennifer A. Liptow	Bookshelf Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, by Mark H. Kaizerman helps to organize the important documents future beneficiaries may need.
The Family Room Gary Foreman	Do I Need a Will?
The Motley Fool May 3, 2010 Dayana Yochim	Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative.
Financial Planning January 1, 2005 David Grau	Legally Bound If you have never bought or sold a financial advisory practice before, know that doing so comes with risks, too. Work with a law professional, but remember who's in charge. That's how to push your business over the top.
The Motley Fool August 3, 2007 Rich Duprey	7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool April 7, 2004 Dayana Yochim	Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain.
PC Magazine May 4, 2004 Carol Ellison	Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold.
Information Today July 31, 2008	Lawyers.com Adds Do-It-Yourself Legal Docs LexisNexis has added access to a legal document service that combines do-it-yourself legal forms with online legal document review by real lawyers.
Financial Advisor May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Single and Starting Out Estate planning for young singles is usually not complicated, but by briefly considering a few basic issues, you can make things a lot easier for the people who love you if something unforeseen does happen.
Entrepreneur February 2007 David Worrell	Stock Support Save time and money when selling stock in your company to raise money.
The Motley Fool August 11, 2005 Selena Maranjian	When Debt Collectors Come Knocking Be an informed consumer -- ideally before bad things such as debt collection agents show up at your door. You have more rights than you may think. Don't be bamboozled.
Information Today August 20, 2007	Recommind Introduces Axcelerate eDiscovery Recommind's new document coding and analysis solution, Axcelerate eDiscovery, offers law firms accurate and extensive culling and filtering of virtually all document types.
Registered Rep. October 1, 2002 Kevin McKinley	Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will.
Investment Advisor February 1, 2011 Dan Skiles	Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm.
Registered Rep. September 9, 2005 Stan Luxenberg	Imagine 50 Eliot Spitzers When are mutual fund companies charging too much in advisory fees? What constitutes proper disclosure of revenue sharing? And which governmental authority has jurisdiction over these issues?
Entrepreneur October 2004 Jacquelyn Lynn	Take Note When any accident or injury occurs on your property, no matter how minor, documenting the incident right away will help minimize or avoid lawsuits later.
Registered Rep. December 17, 2007 John Churchill	Advisors Should Learn From Student Loan Investigation Allegations from an ongoing lawsuit should serve as a reminder to financial advisors that whatever services they offer to clients as part of a financial solution -- whether it's a mortgage or a mutual fund -- they had better disclose any conflicts of interest.
Registered Rep. December 1, 2006 Halah Touryalai	Out with a Bang Eliot Spitzer may have less than a month left as New York State's attorney general, but the governor elect says there two new Wall Street cases he's taking on before year's end.
InternetNews January 14, 2008 Judy Mottl	Data Archive Has a Legal Angle Casdex is a Web-based digital archival solution that starts at $99 a month.
Insurance & Technology June 13, 2005 James Watson Jr.	Managing the Transformation From Paper to Digital Delivery What have been the barriers to achieving success with electronic document delivery?
Financial Advisor May 2009 David Lawrence	Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
Managed Care November 2000	Health Care Issues Force Prosecutors In Many States To Try New Approaches Virtually every item in the news about health care coverage lately, from HMO horror stories to health plan consolidation, from lawsuits to new legislation, means more work for some state's attorney general...
Registered Rep. November 4, 2008	Top Merrill FAs Playing Hardball With Retention Package They have taken the first step towards getting changes made by collectively hiring a lawyer, who "ripped the retention contract to shreds."
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible.
Trusts & Estates November 11, 2002 Christopher H. Gadsden	The Hershey Power Play The Hershey imbroglio -- and the proposed state legislation it has inspired -- may broaden the state attorney general's scope of review of charitable trusts, burden trustees of charitable trusts with new duties, and cause donors to doubt whether their charitable purposes will be served.
Investment Advisor October 2009 Mike Patton	Beyond the Plan Here's how the author uses his full plan as a basis for ongoing client service and business building.
AskMen.com Michael Estrin	Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer.