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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. mark for My Articles similar articles
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 mark for My Articles similar articles
The Motley Fool
January 26, 2004
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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?... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
American Family Physician
August 15, 2004
End-Of-Life Choices for Families An informational pamphlet for those making end-of-life decisions. mark for My Articles similar articles
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.). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 22, 2010
10 Things You Shouldn't Go Without Do you have these important documents drawn up? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 19, 2004
Dayana Yochim
Manage Your Money Mayhem What's good for your closet is good for your finances. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 21, 2010
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Family Room
Gary Foreman
Do I Need a Will? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2011
Ben Mattlin
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 5, 2006
Toddi Gutner
"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles