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Financial Planning February 1, 2011 John Knowlton	The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
Registered Rep. January 1, 2003 Roy M. Adams	Looking for a Lucrative Relationship? When you strike up a professional relationship, you may be pleased to make a new friend. But you'll be really happy if that friend brings you business. Which brings us to this month's topic: Why financial advisors should get to know estate attorneys.
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.
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.
Entrepreneur March 2004 Jane Easter Bahls	Search Party If you need to find a good attorney, forget the Yellow Pages and hop online.
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.
Financial Planning May 1, 2006 John J. Bowen	Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research.
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.
BusinessWeek July 2, 2009 Lauren Young	Finding an Elder-Care Lawyer Elder-care attorneys often provide a range of services, from estate planning to health-care benefits. Try to hire one who suits your needs
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 8, 2006 Tim Beyers	Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides.
AskMen.com Michael E. Egosque	Get A Lawyer For Life How Pre-Paid Legal Services allows you to obtain legal help for a fixed monthly fee.
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.
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
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?"
The Family Room Gary Foreman	Do I Need a Will?
Information Today February 12, 2009 Carol Ebbinghouse	The Latest in Lawyer Directories--You Won't Believe the Information You Can Get Now! There was a time when the only authoritative source of information on attorneys in the U.S. was the massive, multivolume Martindale-Hubbell Directory.
AskMen.com July 8, 2001 Luis Rodrigues	9 Finance Tips To Make You Successful The job you have does not guarantee a stable financial life - although being an engineer or lawyer probably helps. But what really makes a difference, is how well an individual plans his personal finances.
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.
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.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
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.
AskMen.com Michael Estrin	Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer.
The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
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 Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Financial Planning January 1, 2005 David Grau	Legally Bound If you have never bought or sold a financial advisory practice before, know that doing so comes with risks, too. Work with a law professional, but remember who's in charge. That's how to push your business over the top.
The Motley Fool July 28, 2004 Dayana Yochim	Get in a Retirement Frame of Mind Don't panic about the future. Ease into it with these six general rules.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
The Motley Fool April 7, 2004 Dayana Yochim	Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain.
Financial Advisor April 2008 Gail Liberman	Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls.
Financial Planning November 1, 2008 Martin M Shenkman	Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty.
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 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.
On Wall Street May 1, 2010 Wendy W. Murphy	Even Confident Investors Need Help After Major Life Changes We are lucky to be financial advisors, as we can surely make a difference in our clients' lives.
Financial Planning February 1, 2005 Jennifer A. Liptow	Bookshelf Parlay Your IRA Into a Family Fortune, by Ed Slott is a comprehensive guide that addresses the IRA planning needs of clients.
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 March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
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.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Single and Starting Out Estate planning for young singles is usually not complicated, but by briefly considering a few basic issues, you can make things a lot easier for the people who love you if something unforeseen does happen.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again.
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 November 2, 2004 Dayana Yochim	Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Advisor May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Investment Advisor November 2007 Lewis Schiff	A Lean, Custom Team for Today For ultra-high-net-worth clients, multi-disciplinary teams are more efficient, effective, economical, and they can uncover hidden problems -- or details -- in a client's financial life.
Inc. October 2004 Norm Brodsky	Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands.