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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.
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.
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.
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.
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.
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.
The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
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.
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.
The Motley Fool September 14, 2004	You Can Avoid Probate A little planning now can save your loved ones lots of hassle.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
Registered Rep. January 1, 2003 Kevin McKinley	Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?"
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 Motley Fool June 2, 2006 Dan Caplinger	Estate Planning: Wills Depending on your wishes and the complexity level of your estate, a will can work well as your primary estate-planning document.
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.
On Wall Street April 1, 2012 Todd Colbeck	Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
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 November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
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.
The Motley Fool December 1, 2006	Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions.
Financial Planning August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
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.
Registered Rep. November 30, 2015 Kevin McKinley	Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
AskMen.com Dan Carter	How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business.
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 March 23, 2006 David Braze	Do You Need a Living Trust? It really doesn't pay to forgo the services of a qualified lawyer when dealing with a trust. The savings of a few bucks today may cost your family far more after you're gone.
The Motley Fool April 12, 2006	Avoid Probate Why dump hassles on your loved ones when you die? There are many ways to avoid probate, and you'd be best served by reading up on the topic and then consulting a professional.
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
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.
On Wall Street October 1, 2012 Elizabeth Wine	Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.
Financial Planning October 1, 2013 Martin Shenkman	New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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?
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Single and Getting Ahead Once you've gotten a good start, plan to stay ahead of the game. As you begin to build your assets, it becomes even more important to consider various estate-planning issues.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Registered Rep. May 1, 2005 Kevin McKinley	Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly.
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.
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 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.
The Motley Fool August 19, 2004 Robert Brokamp	Why I Hate Social Security Clearly, the folks in the government don't trust that you can buy your own insurance and invest for your own retirement. So they do it for you. Would personal savings accounts be a better approach?
PC Magazine August 19, 2003 Christina Wood	Where There's a Will... If you could complete a will before you finish your coffee, for less than dinner cost last night, would you do it? It's easy, once you decide which software or Web site to use.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
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.
The Motley Fool April 8, 2005 Selena Maranjian	10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.).