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Financial Advisor
June 2007
Gavin Morrissey |
Bonus Copy: Avoiding Probate and Problems Why is avoiding probate so important? And how can you ensure that your financial advisory clients' assets will avoid probate without disrupting the flow of those assets under the original estate plan? Let's take a look.   |
On Wall Street
August 1, 2009
David Handler |
Lessons from the Michael Jackson Estate -- So Far What lessons can advisors learn from Michael Jackson's estate for their own clients? |
The Motley Fool
February 25, 2004
Selena Maranjian |
All About Probate Know what to expect when someone dies. Probate can be a complicated hassle that can take away roughly 5-10% of the estate. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
The Motley Fool
July 15, 2005 |
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. |
The Motley Fool
May 9, 2007
Dan Caplinger |
In Memory of Mom Your mom's legacy lives on in you. Here are some things she may have taught you: Save, save, save... Steer clear of fees... Be conservative... Stay out of debt... Take care of your family... etc. |
BusinessWeek
September 4, 2006
Anne Tergesen |
You Will, Won't You? It's flattering to be asked, but being executor of an estate is time-consuming - and risky. |
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. |
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
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. |
The Motley Fool
January 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
Financial Planning
April 1, 2007
Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Commercial Investment Real Estate
Mar/Apr 2015
Mary Stark-Hood |
Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. |
AskMen.com
Michael Estrin |
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand |
The Motley Fool
January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
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. |
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. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
Financial Planning
June 1, 2009
Martin Shenkman |
Stretch that Gift . A split-dollar arrangement divides responsibility for paying life insurance premiums between the policy owner and another party, such as a trust or business. This frees up your client to gift more money while buying the insurance coverage necessary to protect the estate. |
The Motley Fool
May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
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. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
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. |
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. |
National Real Estate Investor
August 1, 2006
Stephen Crawford |
Saving on Title Insurance In an effort to reduce the cost of title insurance by 30% or more, commercial real estate developers, investors, and lenders are increasingly forming partially or wholly owned title insurance agencies to service their own real estate acquisition, disposition, and refinancing activity. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Commercial Investment Real Estate
Jan/Feb 2006
Howard Kass |
Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs. |
The Family Room
Tiffany A. Campbell |
Cuts Like a Knife Let me tell you what it's like to be a sixteen-year-old in an unhappy home; I'm tracing the veins of my wrists wondering how it would feel to let the life flow out of them.... |
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. |
The Motley Fool
March 15, 2004
Selena Maranjian |
Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways. |
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. |
The Motley Fool
September 20, 2005 |
Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address. |
Commercial Investment Real Estate
Sep/Oct 2012
Kevin Kerridge |
Use a Lifeline Smaller companies need to manage risk in an uncertain market. |
Financial Planning
February 1, 2010
Martin M. Shenkman |
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. |
The Motley Fool
April 20, 2007
Buz Livingston |
Asia's Answer to Anna Nicole Inheritance battles: not just for Westerners anymore. Good estate planning results are difficult to attain. Ask any estate attorney and you will hear that heirs squabble over minutiae. Communication can make the estate planning process more seamless and less stressful. |
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince |
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." |
Commercial Investment Real Estate
Sep/Oct 2007
Brian Greenspoon |
Bankruptcy Sales Understanding sales processes from a legal standpoint during bankruptcy can be useful for commercial real estate professionals in the current market conditions. |
Financial Planning
November 1, 2009
Martin M. Shenkman |
Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients. |
Registered Rep.
August 1, 2006
Janet Arrowood |
Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years. |
Entrepreneur
February 2010
Rosalind Resnick |
The Parental Responsibility of Estate Planning Tax-savvy ways to ensure that your children are financially secure after your death |
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. |
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. |
Registered Rep.
February 7, 2014
Hartley & LeBlanc |
Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind? |
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
September 1, 2008
Martin M Shenkman |
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. |
Financial Planning
June 1, 2011
Martin Shenkman |
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. |
Investment Advisor
July 2007
Elizabeth D. Festa |
Getting Your Affairs in Order A tax lawyer serves clients who must face death and is now trying to educate the general public on the benefits of estate and other financial planning. |
Salon.com
February 21, 2001
Amy Reiter |
A conversation with Eminem's mom Debbie Mathers talks about love, rejection, lawsuits and her own CD... |
The Motley Fool
July 27, 2009
Dan Caplinger |
This Trap Will Hit You Harder Than a Bear Market The estate tax is poised to become a much bigger problem in a couple of years. If Congress doesn't take action, then in 2011, estate tax laws will become much more stringent -- including a maximum rate of 55% and a much lower exemption amount. |
