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The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared.
Financial Planning September 1, 2011 Ed Slott	Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses.
Financial Advisor June 2004 Jeff Schlegel	Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members.
Financial Planning February 1, 2005 DeFrancesco & Flory	The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home.
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
Financial Planning November 1, 2010 Jim Grote	Special Cases Minoti Rajput, CFP, president and principal advisor of Secure Planning Strategies in Southfield, Mich., maintains a general financial planning practice and a specialized practice for families of children with disabilities.
Financial Advisor March 2011 Jerilyn Klein Bier	Special Consideration Advisors help parents of special needs children tackle unique planning challenges.
BusinessWeek May 31, 2004 Toddi Gutner	Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group.
Financial Advisor May 2007 Gail Liberman	More Wrinkles Than Ever Your financial advisory clients need you to help them understand the new Medicaid rules.
Financial Planning December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
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.
Financial Planning July 1, 2009 Martin Shenkman	A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary?
Registered Rep. September 18, 2013 Kevin McKinley	Having Money and Getting Medicaid Clients who want to have both their money and Medicaid may want to purchase a specific type of long-term care insurance known as a "partnership" policy, currently available to residents in 31 states.
Financial Advisor June 2012 Jeff Schlegel	The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors.
Registered Rep. May 21, 2013 Alan Lavine	Avoid Blowing Up a Veteran's Benefits Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits.
Financial Advisor October 2010 Gail Lieberman	Immediate Gratification Immediate annuities can help clients get government benefits they might otherwise price out of.
Financial Advisor December 2005 Jeff Schlegel	A Special Vision Former financial advisor Mary Anne Ehlert formed an advocacy organization for the special needs community that, among other things, trains financial advisors to become advocates for and provide assistance to people in that community.
Financial Advisor May 2005 Dorothy Hinchcliff	A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring.
Financial Planning December 1, 2010 Scott Schutte	Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families.
The Motley Fool October 25, 2004	Do You Need Disability Insurance? There's a good chance you'll become disabled for a while. Are you protected?
Financial Planning September 1, 2008 Donald Jay Korn	Pleading Poverty Few things can play havoc with a thoughtful financial plan as surely as a long stay in a nursing home. Therefore, "Medicaid planning" has become a prime concern for many seniors and their younger relatives.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Financial Advisor November 2005 Gail Liberman	Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be.
Financial Advisor November 2010 Ben Mattlin	Compensating Caregivers Advisors discuss how families can provide at-home care for a loved one -- and defuse sibling rivalries that often result.
BusinessWeek February 21, 2005 Howard Gleckman	The New Face Of Medicaid Seniors and the disabled are pushing the program to the breaking point.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives.
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.
Financial Planning May 1, 2012 Ed Slott	Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."
The Motley Fool November 28, 2005	Defining the Term "Disabled" Disability insurance is pricey because there's a good chance you'll need it. It is a dangerous thing to ignore.
The Motley Fool July 8, 2004	Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day.
The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves.
The Motley Fool May 23, 2006	Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it.
Registered Rep. March 1, 2006 Janet Arrowood	The Medicare and Medicaid Minefield As the population ages and life expectancy rises, so does the likelihood that more people will be needing long-term care and your financial advisory clients should know the hard facts about paying for it, because the costs can be staggering.
The Motley Fool September 15, 2004	"Disabled" May Not Mean What You Think In the disability insurance field, the term can cover anything from broken legs to brain injuries.
The Motley Fool August 4, 2005 Dayana Yochim	615 Social Security Questions ... For answers to six burning questions that really matter for your future, read on.
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
The Motley Fool March 28, 2005	What Happens If You Can't Work? Know what to look for in disability insurance.
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 September 14, 2005	You May Need Disability Insurance Disabilities usually happen to those who least expect them. Be prepared.
InternetNews April 24, 2009 Alex Goldman	Laptop Theft Loses 1M Social Security Numbers The Oklahoma Department of Human Services reported that a laptop was stolen from one of its employees. The cost of the loss is likely going to be sky-high.
The Motley Fool June 28, 2006	"Disabled" May Not Mean What You Think Even pregnancy and recovery from it can qualify as disabilities in some insurance plans.
The Motley Fool November 10, 2005 David Braze	Who Pays for Long-Term Care? In the second of a six-part series, this installment covers what Medicare and Medicaid cover (and don't cover) for long-term care.
The Motley Fool August 25, 2006 Roy Lewis	Disability Penalty Exceptions When is "disabled" not "disabled?" Tax Court rulings on qualified plan distributions have the answer.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
CFO July 1, 2006 Randy Myers	The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move.
Financial Advisor November 2007 Thomas J. Murphy	Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.
The Motley Fool December 24, 2007 Rich Duprey	Don't Let Social Security Disable Your Future With a growing backlog of disability claims, you may be waiting awhile if you rely on the government to protect you.
Financial Planning October 1, 2009 Martin M. Shenkman	Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips.