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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. |
BusinessWeek July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death |
The Motley Fool January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
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 March 23, 2005 Dayana Yochim |
A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents. |
AskMen.com Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
The Motley Fool May 16, 2006 Selena Maranjian |
10 Documents You Shouldn't Live Without Think a will is all you need? Think again: Living will and health-care proxy... Will... Durable power of attorney... Estate plan... etc. |
The Motley Fool April 1, 2010 Dayana Yochim |
Oops, I Accidentally Cut You Out of My Will It's easy -- too easy -- to make a million-dollar clerical error. How sure are you that your important papers are ironclad? |
American Family Physician October 1, 2000 |
Advance Directives and Do-Not-Resuscitate Orders What are advance directives?... What is a living will?... What is a durable power of attorney for health care?... Are living wills and DPAs legal in every state?... What is a do-not-resuscitate order?... Who should have an advance directive?... How can I write one?... |
AskMen.com April 13, 2003 Dan Carter |
8 Steps To Take Before Investing Although placing money in the stock market, real estate or other venues is a must for many, there is a checklist you must walk through beforehand. Like many other important decisions in life, it is highly recommended that you exhaust all resources prior to delving into this risky business. |
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. |
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 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 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. |
American Family Physician August 15, 2004 |
End-Of-Life Choices for Families An informational pamphlet for those making end-of-life decisions. |
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.). |
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. |
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 July 5, 2006 Dan Caplinger |
Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially. |
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. |
The Motley Fool January 22, 2010 |
10 Things You Shouldn't Go Without Do you have these important documents drawn up? |
The Motley Fool June 29, 2007 Elizabeth Brokamp |
Workout No. 3: Protect Your Assets Learn how to keep your finances, your important papers, and your identity safe. |
American Family Physician October 1, 2005 |
Advance Directives A consumer guide on planning for how you would make health care choices if you became very sick. |
Registered Rep. October 1, 2002 Kevin McKinley |
Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will. |
Financial Planning April 1, 2010 Martin Shenkman |
Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you. |
The Motley Fool February 14, 2005 Dayana Yochim |
A Last-Ditch Token of Love Don't give in to the desperation V-Day gift. Here's a plan that will make you a winner tonight. Go home early and present your sweetheart with a newly balanced checkbook and organized financial paperwork. |
The Motley Fool March 19, 2004 Dayana Yochim |
Manage Your Money Mayhem What's good for your closet is good for your finances. |
The Motley Fool March 7, 2005 Dayana Yochim |
He Spends, She Spends Got a spouse who likes to shop? Here's how to harmoniously reel in the household spending. |
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 December 16, 2003 Dayana Yochim |
Your Time, Your Money Many people don't dedicate enough time to managing their finances. Here are some tips on making better use of your time. |
The Motley Fool June 9, 2006 Dayana Yochim |
Disaster-Proof Your Prized Possessions Preparation is the best defense against the demons of nature and other unforeseen disasters. Here are tips on backing up your important papers and keeping potential financial damage to a minimum. |
Registered Rep. May 1, 2004 Henry M. Grix |
The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment. |
The Family Room Gary Foreman |
Do I Need a Will? |
The Motley Fool January 18, 2007 Dan Caplinger |
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. |
The Motley Fool February 16, 2005 Dayana Yochim |
Pre-Settle Your Estate We're not rushing you to your grave but urging you to make it easier for your surviving loved ones. |
Financial Advisor October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
The Motley Fool October 9, 2006 Tim Beyers |
Foolish Advice on Long-Term Care Insurance Opinions vary when it comes to long-term care insurance. It's not for everyone, but it might be for you. |
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. |
Financial Advisor January 2009 David J. Drucker |
Dealing With Dementia When a longtime client starts to lose her mental faculties, it's a whole new ball game. |
American Family Physician October 1, 2005 Crane, Wittink & Doukas |
Respecting End-of-Life Treatment Preferences Research suggests that families are the best sources of patients' values and preferences, and that patients will more likely choose a loved one to make future decisions for them than someone who might best articulate their wishes. |
The Motley Fool October 24, 2006 |
Your Life Insurance Number You may not have thought about some kinds of insurance, such as disability or long-term-care insurance, but they're vital for many people. Take a little time to learn more, and you may be very happy you did, if some calamity occurs in the future. |
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. |
The Motley Fool June 30, 2009 Dan Caplinger |
How to Invest When Tragedy Strikes If tragedy strikes, will your loved ones know how to manage the money that you've spent decades of your life trying to save for them? |
The Motley Fool August 26, 2005 Dayana Yochim |
Disaster-Proof Your Prized Possessions What would you do if you learned that disaster might strike your home? It's no fun to think about, but a little planning now could really pay off in a disaster. |
BusinessWeek June 5, 2006 Toddi Gutner |
"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust. |
The Motley Fool November 4, 2006 Elizabeth Brokamp |
Is Your Password Too Good? Should one of life's emergencies (your sudden infirmity) or tragedies (your sudden death) strike, will your loved ones know how to access your email, online bank accounts, or other password-protected accounts? |
Financial Planning January 1, 2005 Jennifer A. Liptow |
Bookshelf Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, by Mark H. Kaizerman helps to organize the important documents future beneficiaries may need. |
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. |
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 November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |