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The Motley Fool
June 9, 2004
Dayana Yochim
Money and Remarriage A list of financial issues that you should tackle when getting married. All this stuff is important whether it's your first or fifth marriage. But it's especially important for couples who have merged their money with another in the past. mark for My Articles similar articles
The Motley Fool
October 10, 2006
Dayana Yochim
Money and Mr. Right Now First comes love. Then comes marriage. Then comes divorce and the blush of a new love. Then comes marriage again, and the host of financial issues that come with it. Here are four tips for untangling the finances of the previously entangled. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Dan Caplinger
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Mary Dalrymple
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. mark for My Articles similar articles
The Motley Fool
May 28, 2008
Dayana Yochim
Money and Mr. Right Now These are some key nuts-and-bolts moves that will smooth the transition into a second marriage for people who have merged their money with another's in the past. This is important, whether it's your first or fifth time saying "I do." mark for My Articles similar articles
The Motley Fool
May 31, 2006
Dan Caplinger
Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future. 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
March 8, 2004
Dayana Yochim
Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married. mark for My Articles similar articles
Financial Planning
August 1, 2013
Ingrid Case
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. mark for My Articles similar articles
The Motley Fool
August 5, 2004
Dayana Yochim
Money Worries for the Unmarried Your love may be strong, but your financial rights are tenuous if it's not official. mark for My Articles similar articles
Financial Planning
October 1, 2009
Susan B. Weiner
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. mark for My Articles similar articles
Financial Planning
June 1, 2006
Norman A. Dawidowicz
The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs. mark for My Articles similar articles
The Motley Fool
September 15, 2005
Dayana Yochim
Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
June 1, 2011
Myrna L. Wigod
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Daniels, Leibell & Prince
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2008
Caren Chesler
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. mark for My Articles similar articles
BusinessWeek
December 3, 2009
Chris Farrell
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. mark for My Articles similar articles
The Motley Fool
January 9, 2007
Dan Caplinger
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. mark for My Articles similar articles
Financial Advisor
November 2012
Karen DeMasters
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. mark for My Articles similar articles
BusinessWeek
April 16, 2007
Susan Berfield
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. mark for My Articles similar articles
The Motley Fool
June 16, 2006
Dan Caplinger
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. mark for My Articles similar articles
AskMen.com
Michael Estrin
6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." mark for My Articles similar articles
The Motley Fool
January 9, 2007
Dan Caplinger
Gaining From Community Property: Part 2 When you first encounter community-property laws, they may seem confusing and unnecessary. However, the benefits of community property can result in large income-tax savings. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Hirsch
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. mark for My Articles similar articles
Salon.com
January 21, 2000
Shelley Emling
A new year and a new spouse Forget losing weight. For 2000, a vast number of British couples resolved to lose something else... mark for My Articles similar articles
AskMen.com
Nick Kennedy
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck mark for My Articles similar articles
Financial Planning
September 1, 2011
Martha C. White
Commingled Finances Advisors need to take extra steps in all the issues that couples face. mark for My Articles similar articles
Registered Rep.
July 11, 2014
Mark Miller
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. mark for My Articles similar articles
Registered Rep.
February 24, 2015
John Kador
Love and Marriage To better advise married couples, advisors should be informed. mark for My Articles similar articles
Investment Advisor
February 2007
Susan L. Hirshman
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. mark for My Articles similar articles
Entrepreneur
July 2004
Scott Bernard Nelson
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. mark for My Articles similar articles
The Motley Fool
June 28, 2007
John Rosevear
Marriage: The Ultimate Merger How to navigate the treacherous waters of financial union. mark for My Articles similar articles
Investment Advisor
November 2007
Dana Levit
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. mark for My Articles similar articles
Investment Advisor
November 2006
300 Million, and Changing The Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the population is changing, too. mark for My Articles similar articles
Financial Advisor
February 2004
Joseph B. Darby III
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. mark for My Articles similar articles
Financial Advisor
February 2008
Gail Liberman
Postnups Gaining In Popularity Financial advisors should be more mindful of postnups as a way to both educate people about finances and help them stay married. mark for My Articles similar articles
Salon.com
March 19, 2001
Maria Russo
The marriage hoax Conservative moralists, alarmed by the divorce rate, want us to return to a Golden Age of Marriage. Too bad it never existed. mark for My Articles similar articles
The Motley Fool
January 23, 2004
Couples and Credit How should newlyweds comingle their credit cards? mark for My Articles similar articles
Financial Advisor
September 2010
Caren Chesler
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? mark for My Articles similar articles
The Motley Fool
July 12, 2004
Dayana Yochim
Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding. 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
Salon.com
January 9, 2003
Sheerly Avni
Unwedded bliss One of the founders of the Alternatives to Marriage Project talks about the deep-seated American fear that shacking up will lead to the fall of Western civilization. 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
June 19, 2006
Rich Duprey
Step Up to a Prenup What a pre-marriage agreement lacks in romantic subtlety, it makes up for in financial security. mark for My Articles similar articles