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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 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 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 Advisor June 2012 Jeff Schlegel	The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors.
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.
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.
Financial Advisor May 2005 Dorothy Hinchcliff	A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring.
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 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 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 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, 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.
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?
Investment Advisor November 17, 2010 Marlene Y. Satter	Special Needs, Special Designation If your clients have special needs children, you might want to consider this in the future
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
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.
BusinessWeek May 31, 2004 Toddi Gutner	Special Needs, Crushing Costs Parents with disabled kids have some options but must also dig deep into their own pockets.
U.S. Banker February 2007 Karen Krebsbach	'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early.
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.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
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.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Investment Advisor August 2007 Kara P. Stapleton	Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.
ifeminists August 19, 2003 Jennifer Roback Morse	Parents or Prisons For some people, prisons are a substitute for parents. This apparent overstatement is shorthand for two more precise points.
Registered Rep. October 1, 2006 Anne Field	Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how.
Registered Rep. January 1, 2005 Anne Field	Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing.
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. November 1, 2002 Kevin McKinley	When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only.
Salon.com October 4, 2000 Jennifer Foote Sweeney	Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce...
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
Salon.com July 18, 2001 Lawrence H. Diller	Defusing the explosive child Prescribing drugs, not discipline, will only escalate conflict, lead to more difficult kids and weaken our already-lax culture of parenting.
Financial Advisor January 2011 Jerilyn Klein Bier	The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping.
ifeminists September 15, 2004 Wendy McElroy	Mandatory Mental Health Screening Threatens Privacy, Parental Rights The screenings may be used to force parents to put their children on psychiatric medication. Some parents who have refused to do so under current policies have been threatened or charged with "child abuse" for no other reason than their refusal.
Financial Advisor January 2007 Marla Brill	The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives.
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.
CFO February 1, 2007 Chuck Jaffe	The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them.
Financial Advisor April 2005 Gregory Bresiger	Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.
Financial Advisor August 2008 Eric Rasmussen	A House Divided Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids.
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 July 18, 2006 Dan Caplinger	Get Your Kids to College: Custodial Accounts The custodial account works best in situations where relatively small amounts of money are involved, where the child is not certain about whether or not to obtain higher education, and where the child and parents are on the same wavelength about the responsible use of the money.
Wired December 2001 Oliver Morton	Think Different? Autism researcher Simon Baron-Cohen on "mindblind" engineers, hidden pictures, and a future designed for people with Asperger's...
The Family Room Marty W. Stewart	Five Secrets for Parents to Help Encourage Responsible Use of the Internet As technology progresses and children find even more need to use the Internet, parents must develop clear-cut and consistent rules while children are online.
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 October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
ifeminists November 10, 2004	Letter: Grandparent Visitation Statutes Parents who oppose the grandparent visitation statues do not oppose grandparent visitation. They are simply against the "forced visitation" laws that are devastating to children and parents.
ifeminists June 30, 2004 Leving & Sacks	New Study Shows Child Support Guidelines in Need of Reform What rationale is there for California's child support guidelines if they serve to harm or drive away one of the two people who most love a child?
ifeminists December 8, 2004 Jennifer Roback Morse	Fifteen Reasons to Adopt Here are 15 reasons why adoption is preferable to assisted reproductive technology (ART).
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.
BusinessWeek November 3, 2003 Susan Garland	Mom And Dad, I'm Home -- Again As more twentysomethings move back in, parents need to set clear expectations.