| Similar Articles |
|---|
 |
Financial Planning
November 1, 2010
Jim Grote |
Special Cases Minoti Rajput, CFP, president and principal advisor of Secure Planning Strategies in Southfield, Mich., maintains a general financial planning practice and a specialized practice for families of children with disabilities.   |
Financial Planning
September 1, 2011
Ed Slott |
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. |
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. |
Financial Planning
September 1, 2005
M. Michael Babikian |
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones. |
Financial Advisor
June 2004
Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. |
Financial Planning
February 1, 2012
Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
Registered Rep.
September 9, 2015
David H. Lenok |
The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly. |
Financial Planning
December 1, 2007
Barbara H. Cane |
Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones. |
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. |
BusinessWeek
May 31, 2004
Toddi Gutner |
Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group. |
The Motley Fool
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
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. |
Registered Rep.
May 21, 2013
Alan Lavine |
Avoid Blowing Up a Veteran's Benefits Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits. |
Registered Rep.
September 18, 2013
Kevin McKinley |
Having Money and Getting Medicaid Clients who want to have both their money and Medicaid may want to purchase a specific type of long-term care insurance known as a "partnership" policy, currently available to residents in 31 states. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs. |
Financial Advisor
October 2010
Gail Lieberman |
Immediate Gratification Immediate annuities can help clients get government benefits they might otherwise price out of. |
Salon.com
September 28, 2000
Barb Reinhold |
What's wrong with foreign adoption? It's un-American, selfish, narcissistic and racist, according to my so-called friends... |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
American Family Physician
October 15, 2003 |
What to Do When Your Child Refuses to Go to School What is school refusal?... What other problems are children with school refusal likely to have?... What should I do if my child refuses to go to school?... How will I know if my child is really sick?... How is school refusal treated?... etc. |
AskMen.com
Michael Estrin |
Paying Child Support 101 Though the laws vary from state to state and each case is different, it's important to know a few things about the general process so you can protect yourself. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
The Family Room
Johann Christoph Arnold |
In Praise of Black Sheep There's a black sheep in every flock, and there are few of us who don't know one, or didn't know one as a child. But no matter how natural the phenomenon, being a misfit is never easy... |
The Family Room
Ann Douglas |
How to Encourage Your Older Child to Welcome The New Baby |
Financial Planning
February 1, 2005
DeFrancesco & Flory |
The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home. |
The Family Room
Amy Coggins |
15 Ways To Thank Your Child |
American Family Physician
October 1, 2002 |
How to Teach Good Behavior: Tips for Parents Children must be taught good behavior so they can live and work well in society when they grow up. Good teaching includes rewards for good behavior. Your child's age should guide your choice of ways to teach. |
Managed Care
April 2004 |
Medicaid DM To Get Boost From CMS The federal government plans to give Medicaid disease management a lift by matching the money states pay to run such programs. |
ifeminists
March 5, 2007
Leving & Sacks |
Utah Bill to Punish 'Deadbeat Dads' Is Based on False Assumptions Much if not most of Utah's $325 million paper child support debt is uncollectible. Instead of enacting new punitive measures, the legislature should concentrate on fixing the child support system's myriad problems. |
AskMen.com
Ross Bonander |
Fatherhood Guide: Setting An Example The following presents some tips on how to set an example for your child. While much of this piece pertains to young children under the age of 8 or so, the issue itself is germane to kids of all ages. |
American Family Physician
July 15, 2005 |
What to Do If Your Child Swallows Something A hand-out for parents and caregivers of young children offering advice for this safety concern. |
Financial Planning
September 1, 2008
Donald Jay Korn |
Pleading Poverty Few things can play havoc with a thoughtful financial plan as surely as a long stay in a nursing home. Therefore, "Medicaid planning" has become a prime concern for many seniors and their younger relatives. |
Financial Advisor
May 2007
Gail Liberman |
More Wrinkles Than Ever Your financial advisory clients need you to help them understand the new Medicaid rules. |
ifeminists
April 21, 2004
K. C. Wilson |
Replace "Best Interest of the Child" with "Protect and Support the Child's Family" Author cites critical flaws in family legal policy, and a need to move to a more "whole family" approach. |
The Motley Fool
August 18, 2007
Elizabeth Brokamp |
The Best First Credit Card When the time comes for your child to have his or her first credit card, it's time for you to teach them to treat it with a healthy respect, and to beat the credit card companies at their own game by paying off the balance in full each month. |
The Motley Fool
January 16, 2007
Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. |
ifeminists
September 15, 2004
K. C. Wilson |
The Subversion of Child Support Child support in the U.S. would do better to assume no greater ambition than cover normal child costs. It would serve children better, which it is what it's supposed to do, not adult needs nor other social or economic agendas. |
Investment Advisor
September 2009
James J. Green |
Numerology: Kids Ain't Cheap The latest Department of Agriculture child-rearing study reports that a two-parent, middle-income family can expect to spend $221,190 to raise a child born in 2008. |
The Motley Fool
October 2, 2006 |
What to Save for College Though it's better to start early, it's probably not too late to begin saving. |
ifeminists
December 21, 2005
Leving & Sacks |
Federal Child Support Enforcement Cuts Will Hurt Bureaucrats, not Children For too long American child support policies have been determined by politics instead of common sense; the mantra of "help women and children" has allowed large-scale abuses and waste to go unchallenged. |
ifeminists
September 8, 2004
K. C. Wilson |
Child Support Deviation for CP's Tax Benefits You can easily lower your child support significantly at your next legal opportunity by asking for a deviation in consideration of the many tax benefits the custodial parent gets that already cover many child costs. |
Financial Advisor
November 2005
Gail Liberman |
Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be. |
The Motley Fool
September 10, 2010
Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
American Family Physician
February 1, 2006 |
Help for Your Child's Constipation A patient hand-out: Keep a positive attitude... Remember the way your child's body works... Keep a list of your child's bowel movements... etc. |
Registered Rep.
March 1, 2006
Janet Arrowood |
The Medicare and Medicaid Minefield As the population ages and life expectancy rises, so does the likelihood that more people will be needing long-term care and your financial advisory clients should know the hard facts about paying for it, because the costs can be staggering. |
The Family Room
Elizabeth Pantley |
Encouraging a Child to Read |
AskMen.com
June 5, 2001
Vatche Bartekian |
Learn To Be A Better Father Don't worry guys; it's not all that bad. Follow these simple rules and you'll be on your way to discovering a whole new side to life with children.... |
Managed Care
August 2002 |
24 States Hope Pharmacy Plus Helps Medicaid Twenty-four states may gamble that providing a prescription drug program to low-income elderly who do not qualify for Medicaid could save them money in the long run. |
Managed Care
December 2001 |
CMS Medicaid Managed Care Proposal Under Close Scrutiny Bioterrorism. Medicaid managed care plans. No link between them? Guess again. It all has to do with how proposed Medicaid regulations would affect patients' rights and funding for Medicaid programs ranging from nursing home care to emergency rooms... |
The Family Room
November 2000
Maria Gracia |
8 Ideas for Organizing Your Child's Room With the new school year upon us, you may have the driving urge to get your child's room in order. Where do you start? Here are a few ideas... |
