| Similar Articles |
|---|
 |
The Motley Fool
February 10, 2004
Dayana Yochim |
The Windfall Whipsaw The author looks at some of the complications that accompany a financial windfall and offers tips on preparing to be an inheritor.   |
The Motley Fool
September 6, 2005
Dayana Yochim |
Why Windfalls Make Us Worry What at one moment seems like a wonderful opportunity often becomes tainted with guilt and confusion at best, and sibling rivalry and financial paralysis at worst. With these steps, you can avoid the agitation that too often comes with an inheritance. |
The Motley Fool
January 7, 2005
Dayana Yochim |
How to Spend "Special" Money Sometimes what's financially right is emotionally wrong. So how do you treat a windfall? |
Financial Advisor
January 2006
Karen DeMasters |
Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. |
The Motley Fool
January 25, 2006
Dayana Yochim |
Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input. |
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
Michael Estrin |
Personal Finance: Inheritance 101 Here's a broad overview of the issues you'll face when a relative, friend or even an acquaintance leaves you an inheritance. |
Registered Rep.
November 1, 2002
Ruth Halcomb |
When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
Registered Rep.
July 1, 2005
Kevin McKinley |
The Inheritor's Safe Room Inheritance is the stuff of dreams for advisors and clients alike, but it often has nightmarish potential. |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
Financial Planning
October 1, 2010
Mindel & Sleight |
The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive. |
Registered Rep.
October 10, 2014
Megan Leonhardt |
Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
Registered Rep.
August 1, 2005
Kevin McKinley |
Helping Heirs Get Theirs Typically, financial advisors are focused on estate planning on behalf of the older generation rather than for those on the receiving end. But since younger family members are likely to live (and be clients) longer, serving as an advocate for imminent inheritors can be quite rewarding. |
AskMen.com
Terence Channon |
Inheriting Debt Your parents' debts are not necessarily meaningless to your financial future. Here are some potential impacts of generational debt and how to deal with them. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
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. |
Investment Advisor
October 2007
Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. |
Registered Rep.
May 1, 2004
Anne Field |
Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations? |
AskMen.com
Michael Estrin |
How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you |
The Motley Fool
January 11, 2005
Dayana Yochim |
Get Trustworthy Tax Help What to do when that 1040 EZ form turns out to be anything but "EZ." |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
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. |
The Motley Fool
July 5, 2006
Dan Caplinger |
Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
On Wall Street
August 1, 2013
Lorie Konish |
Five Questions with Susan Bradley Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum. |
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. |
The Motley Fool
February 10, 2007
Elizabeth Brokamp |
The Sad Side of Inheritance Unexpected windfalls are welcome, but on the heels of a loved one's death, they can also be a huge burden. Take your time making decisions when you're grieving. |
