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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.   |
Financial Planning
November 1, 2005
Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
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. |
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. |
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. |
Registered Rep.
June 1, 2005
Gresham & Gresham |
Preparing for the End The family dispute and subsequent legal battle in the Schiavo case was ignited by the lack of written advance directives. Clearly, here is a place astute financial advisors can help protect their clients from unnecessary emotional and financial pain. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
Financial Planning
August 1, 2012
Deena Katz |
Final Decisions Before advising clients about estate planning issues, particularly end-of-life concerns, think about the advance directives commonly recommended to clients. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
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. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
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. |
Financial Advisor
July 2005
Bruce W. Fraser |
How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill. |
HBS Working Knowledge
July 12, 2006
Roger Thompson |
Competition the Cure for Healthcare Michael Porter is considered by many the world's foremost authority on competition and strategy. So when he discusses the need for fundamental reform in the way the United States delivers healthcare, people listen. |
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. |
Financial Planning
March 1, 2006
Christ Blunt |
Practice Tips: Managing the Paper Financial advisers can add value to their client relationships by helping clients organize their important documents. Here's how to do it. |
Financial Advisor
April 2010
Andrew Gluck |
Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant. |
Investment Advisor
May 2006
James J. Green |
Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning. |
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. |
Financial Advisor
February 2006
Ronna Del Valle |
Refocusing Estate Planning Generational Continuity, an uninterrupted financial connection between generations, may offer a way to move emotion-bound clients forward. |
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. |
Job Journal
August 26, 2007
Michael Kinsman |
Career Pros: No Cure for Healthcare Costs? Has healthcare coverage become too costly for employers to provide? |
The Family Room
Gary Foreman |
Do I Need a Will? |
Financial Advisor
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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. |
The Motley Fool
March 15, 2004
Selena Maranjian |
Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways. |
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." |
BusinessWeek
March 29, 2004 |
Ann Fudge on Making Choices The Young & Rubicam CEO talks about the benefits of stepping away from work and how her priorities changed because of it |
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. |
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.). |
BusinessWeek
August 2, 2004 |
"Where You Get Paid Generously to Wait" David Lee, the manager of the T. Rowe Price Real Estate Fund, discusses how patience and an almost "boring" attention to fundamentals pay off in real estate investing. |
BusinessWeek
June 21, 2004 |
Dr. Phil: "There Are Times to Push" The psychologist turned talk-show host defends his straight-talking style and explains his bond with Oprah Winfrey. |
Managed Care
October 2002
Michael S. Victoroff |
When Patients Repay Docs By Putting Them in Their Wills The other day, a lawyer called to ask me whether it was ethical for a doctor to accept a large bequest from a patient's estate. |
Registered Rep.
May 1, 2005
Daniels, Leibell & Prince |
Planning for the Unthinkable End-of-life events are almost always fraught with financial implications that need to be addressed. The better prepared a patient and his family are for end-of-life decisions, the more smoothly the financial portion of the event is likely to proceed. |
PC Magazine
July 11, 2007
Erik Rhey |
Q&A: Secrets of the Call Center Guy Abby David, a technical support expert at Dell's call center in Hyderabad, India, discusses the ins and outs of helping Americans fix their computers. |
Job Journal
February 20, 2011 |
Healthcare Industry Opportunities Encompass Many Employment Sectors Business needs of healthcare employers make this a go-to industry for all types of professionals. |
Bank Systems & Technology
May 24, 2007
Maria Bruno-Britz |
Fifth Third, RMS To Bring Document Electronification To Healthcare Clients Fifth Third Bank signed a deal with Revenue Management Solutions to bring more automation to health care clients. |
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. |
BusinessWeek
November 10, 2003
Joseph Weber |
Mark Mays: "An Enormous Amount of Trust" Clear Channel Communications' president talks about how he, his brother, and his father work together running the radio giant |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
BusinessWeek
August 4, 2003
Steve Rosenbush |
Creating a Verizon "Built to Last" Looking ahead, CEO Ivan Seidenberg says telecom "will morph into a broadband industry that will change a lot of things." |
Entrepreneur
August 2004
Scott Bernard Nelson |
Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan. |
BusinessWeek
January 17, 2005 |
E*Trade's Captain of Discipline CEO Mitchell Caplan explains how he got to lead the company and why he's "adamant" about keeping his focus on fundamentals. |
Financial Planning
April 1, 2010
Rick Kahler |
Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake. |
National Real Estate Investor
September 1, 2004
Beth Mattson-Teig |
Medical Office Buildings: Remedy for an Ailing Market Developers and investors are discovering that health care real estate may be just what the doctor ordered for a slumping real estate market. |
Financial Planning
April 1, 2007
Suzanne McGee |
High Net Worth: Affluent Medicine If your financial advisory clients haven't discussed concierge healthcare with you yet, they may well do so very soon. Here's what you need to know. |
Registered Rep.
March 1, 2005
Will Leitch |
Fluffy's Big Pay Day Clients cannot bequeath directly to a pet, but there are ways to ensure Fluffy and Rex are cared for after their owners pass on, says Frances Carlisle, a New York City attorney specializing in wills and trusts for animals. |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
