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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 December 1, 2006	Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
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.
The Motley Fool September 14, 2004	You Can Avoid Probate A little planning now can save your loved ones lots of hassle.
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.
The Motley Fool July 30, 2004	What Do Wills Really Do? Don't neglect preparing a will. It can help you in more ways than you think.
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 May 15, 2006	What a Will Does A will probably does more than you expected. It can save you and your loved ones money, for one thing.
Registered Rep. February 1, 2005 Daniels, Leibell & Prince	An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons.
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.
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.
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.
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 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.
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 Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
The Motley Fool March 15, 2004 Selena Maranjian	Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways.
The Motley Fool December 30, 2005 Dayana Yochim	Death: Get Over It Dying "intestate" may sound like a gut-wrenching way to go. And while it has nothing to do with your physical state of being, it can leave your loved ones with lingering pain. But there are simple steps you can take to prevent it.
The Motley Fool January 16, 2004 Dayana Yochim	Three Estate Must-Dos Do your family a favor: Don't leave these important "to do" items unattended.
The Motley Fool August 18, 2004	Don't Die "Intestate" It's critical to have a will in place, even if you're young.
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.
The Motley Fool January 22, 2007 Selena Maranjian	What Do Wills Really Do? Wills probably do more than you expected. Here are some examples.
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.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.
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 Advisor October 2005 Charles Avalli	What To Do When A Will Contest Is Brewing Advisors can be caught in the middle when family disputes erupt. Here's how to handle contested wills.
On Wall Street February 1, 2012 Alan J. Foxman	Death of A Client Until a personal representative (or executor) is appointed by the probate court, the client no longer has the ability to ratify the trades or revoke the authority granted.
Registered Rep. November 1, 2005 John Churchill	Passing On Louisiana has the dubious distinction of being the last state to still require designated beneficiaries to submit to probate proceedings in order to gain ownership of securities accounts upon the death of the accounts' original owner.
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 Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
Financial Planning September 1, 2005 Lynn S. Clarke	Good Reads Basic books about estate planning can help clients ask the right questions. Here are three to suggest. The Complete Book of Wills, Estates & Trusts by Alexander A. Bove Jr., second edition... The American Bar Association Guide to Wills & Estates, second edition... etc.
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?"
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.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
Financial Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
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 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.
Real Estate Portfolio Mar/Apr 2002 Matt Slepin	Leadership, Leadership, Leadership Publicly traded real estate companies have helped transform the real estate business from one of a collection of assets to one of long term, world class, operating and investment companies...
Registered Rep. October 1, 2002 Ruth Halcomb	Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue.
AskMen.com Dan Carter	Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad.
Real Estate Portfolio Mar/Apr 2006 R. Scot Sellers	A Force To Be Reckoned With An ever-increasing number of investors are realizing what those of us in the business have known for a long time -- real estate is a fantastic vehicle through which to create long-term wealth.
National Real Estate Investor September 1, 2006 Dees Stribling	Breaking Down Walls Client relationship management -- the hottest buzzword in corporate real estate circles these days -- is taking on heightened importance even as several real estate functions are being outsourced.
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?
Financial Advisor September 2005	Letters to the Editor You Forgot About ACTEC... Not All Giving Is Tax Driven... A Little Clarity...
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.
The Motley Fool November 1, 2006	Don't Die Intestate! Get your affairs in order before you make your final exit.
Financial Planning February 1, 2011 Elizabeth Wine	Last Wishes Planners report that they occasionally have to walk a fine line between talking clients out of distasteful or even illegal estate planning techniques and facilitating eccentric requests.