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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
December 1, 2006 |
Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
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
September 14, 2004 |
You Can Avoid Probate A little planning now can save your loved ones lots of hassle. |
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. |
On Wall Street
November 1, 2011
Mayoras & Mayoras |
Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court. |
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. |
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 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. |
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. |
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. |
AskMen.com
Michael Estrin |
Personal Finance: Inheritance 101 Here's a broad overview of the issues you'll face when a relative, friend or even an acquaintance leaves you an inheritance. |
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. |
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
January 22, 2007
Selena Maranjian |
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. |
The Motley Fool
August 18, 2004 |
Don't Die "Intestate" It's critical to have a will in place, even if you're young. |
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. |
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. |
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. |
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. |
BusinessWeek
June 18, 2007 |
Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy. |
On Wall Street
February 1, 2012
Alan J. Foxman |
Death of A Client Until a personal representative (or executor) is appointed by the probate court, the client no longer has the ability to ratify the trades or revoke the authority granted. |
Financial Advisor
October 2005
Charles Avalli |
What To Do When A Will Contest Is Brewing Advisors can be caught in the middle when family disputes erupt. Here's how to handle contested wills. |
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?" |
The Motley Fool
January 16, 2004
Dayana Yochim |
Three Estate Must-Dos Do your family a favor: Don't leave these important "to do" items unattended. |
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. |
The Motley Fool
January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
Financial Planning
August 1, 2012
Martin Shenkman |
Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable. |
PC Magazine
May 4, 2004
Carol Ellison |
Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold. |
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 Planning
February 1, 2011
Elizabeth Wine |
Last Wishes Planners report that they occasionally have to walk a fine line between talking clients out of distasteful or even illegal estate planning techniques and facilitating eccentric requests. |
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. |
Financial Advisor
September 2005 |
Letters to the Editor You Forgot About ACTEC... Not All Giving Is Tax Driven... A Little Clarity... |
The Motley Fool
November 1, 2006 |
Don't Die Intestate! Get your affairs in order before you make your final exit. |
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. |
