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Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
Financial Advisor November 2006 Bruce W. Fraser	The Ethical Testament These days, it's not so much how much money you give but why. One concept gaining momentum among financial advisors is ethical wills. The document is a way to share beliefs and memories with heirs and friends, though not legally binding.
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.
On Wall Street February 1, 2013 Denise Federer	Guiding a Client's Moral Legacy An ethical will can ensure the positive impact of your client s life on future generations.
Registered Rep. February 25, 2014 John Kador	The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Investment Advisor June 2009 Mike Patton	Temperament & Tools To do the job right, the fiduciary financial planner needs the right temperament, and the right tools. Here's how one advisor does it.
On Wall Street February 1, 2010 Bill Fleming	Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax.
The Motley Fool January 21, 2010	6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think!
The Motley Fool June 3, 2008 Dayana Yochim	Write a Different Kind of Will Martin Kuritz's book, The Beneficiary Book: A Family Information Organizer, is a fill-in-the-answers guide that shows readers how to cross those financial t's and dot all the i's. But he also advocates a softer side of estate planning.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
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 August 1, 2006 Deborah Levenson	Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind.
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Investment Advisor October 2010 Olivia Mellan	A Willful Purpose There's more to life -- and death -- than money. A purposeful will embodies and affects the transfer of a client's emotional legacy along with financial wealth.
On Wall Street April 1, 2010 Martin Shenkman	Estate Taxes In Flux: Is The Silver Spoon Tarnished? Financial planners can use various strategies to navigate the estate-tax repeal. But, here's the burning question: Is the repeal is here to stay?
The Motley Fool June 30, 2004 Dayana Yochim	Write a Different Kind of Will An ethical will leaves your family with something more important than money.
Financial Planning February 1, 2008 Jim Grote	High Net Worth: Practice Profile: Successful Successions Unlocking family values and opening up communication are key to Barbara Culver's succession planning seminars.
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.
Financial Planning July 1, 2011 John J. Bowen, Jr.	Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants.
Investment Advisor October 2008 Mark Quam	Anchor or Asset? How a pooled income fund strategy can help grow your business.
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.
Inc. March 1, 2010 Tamara Schweitzer	Passing on Your Digital Data Services like Legacy Locker help entrepreneurs with digital estate planning and password management.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Registered Rep. February 1, 2006 Janet Arrowood	The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.
Financial Planning February 1, 2012 Ann Marsh	Keeping It All in the Family Burbank, Calif., planner Cameron Thornton founded a second company alongside his planning practice - Navigator Legacy Partners. It's devoted to preparing wealthy families for the transformational experience of inheritance.
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.
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 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.
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Investment Advisor February 1, 2011 Andy Hyltin	Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson	Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
Financial Planning July 1, 2011 Martin Shenkman	After Death Do We Plan Tremendous estate-tax planning opportunities exist following a client's death. While pre-death planning remains vital, post-death planning allows for oversights and errors to be corrected - and for new planning opportunities as well.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Planning March 1, 2010 Martin Shenkman	Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
Financial Planning October 1, 2010 Phelan & Zeckhauser	Real Estate Done Right Now is a good time for your clients to invest in commercial real estate, if they enter the market with their eyes wide open.
Investment Advisor October 2009 Waddell & Keane	Wealth Matters Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the administration's plans. Here's how your peers are taking action now.
The Motley Fool May 31, 2005 Dayana Yochim	Prepare to Die If you've been through the confusion, pain, and even resentment of having a family member pass away without leaving directions for settling their estate, you know how important it is to prepare for your demise.
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
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.).