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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 December 1, 2006	Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions.
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.
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 December 13, 2010 Dayana Yochim	Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms.
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?"
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 May 3, 2004	Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money.
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 February 25, 2004 Selena Maranjian	All About Probate Know what to expect when someone dies. Probate can be a complicated hassle that can take away roughly 5-10% of the estate.
The Motley Fool August 18, 2004	Don't Die "Intestate" It's critical to have a will in place, even if you're young.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
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 January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
The Motley Fool March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
The Motley Fool August 25, 2006 Dan Caplinger	In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it.
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.
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.
The Motley Fool April 1, 2004 Dave Braze	Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what.
The Motley Fool August 19, 2004	The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement.
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.
The Motley Fool September 20, 2005	Why Estate Planning Matters There are a lot of reasons why you shouldn't ignore estate planning. It's not just a topic for the rich to worry about. Here are some things that estate planning can address.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
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. December 1, 2005 Kevin McKinley	Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you.
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.
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.
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 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 February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Financial Planning January 5, 2008 Ed Slott	Flip-Flop The IRS says firms must allow non-spouse beneficiaries to transfer retirement plan funds directly to an inherited IRA. Advisors should be aware that this change in the IRS's position is certainly not a reason to leave money in an employer plan.
The Motley Fool November 1, 2006	Don't Die Intestate! Get your affairs in order before you make your final exit.
Real Estate Portfolio Jul/Aug 2002 William D. Sanders	Opening the 401(k) Marketplace It may well be that the 401(k) marketplace has the greatest potential for spurring significant growth in real estate stock investing over the next decade.
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.
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
The Motley Fool February 13, 2004 Selena Maranjian	Who Gets What When You Die? Issues that should be settled in your will.
Registered Rep. November 30, 2015 Kevin McKinley	Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road.
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 21, 2007 Anne Tergesen	A Costly Glitch For 401(k) Heirs A law giving non-spouses a tax break doesn't always apply. How to protect your kids.
Financial Planning March 1, 2007 Ed Slott	Unexpected Complications Non-spousal rollovers from employer plans into inherited IRAs are now tax-free -- but financial advisors should tread cautiously.
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.
Financial Advisor September 2009 Mary Rowland	A Bigger Net If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee.
Financial Planning May 1, 2008 Ed Slott	Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of.
The Motley Fool May 3, 2004 Selena Maranjian	Estate Tax Repeal Criticized Simply reforming the estate tax may be better than eliminating it.
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.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
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.