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The Motley Fool February 10, 2004 Dayana Yochim	The Windfall Whipsaw The author looks at some of the complications that accompany a financial windfall and offers tips on preparing to be an inheritor.
The Motley Fool April 22, 2009 Dayana Yochim	The Dark Side of Inheriting Money Guilt. Elation. Isolation. How to handle the confusion of being an heir.
The Motley Fool January 7, 2005 Dayana Yochim	How to Spend "Special" Money Sometimes what's financially right is emotionally wrong. So how do you treat a windfall?
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
Registered Rep. November 1, 2002 Ruth Halcomb	When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job.
Registered Rep. August 1, 2005 Kevin McKinley	Helping Heirs Get Theirs Typically, financial advisors are focused on estate planning on behalf of the older generation rather than for those on the receiving end. But since younger family members are likely to live (and be clients) longer, serving as an advocate for imminent inheritors can be quite rewarding.
Financial Planning October 1, 2008 John J Bowen Jr	Wealth Transfer It's important for financial advisors to understand the profound effects that inherited money has on inheritors when developing a strategy to work with them.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
Financial Planning October 1, 2006 Jim Grote	Clients Who Are Born Retired A Colorado financial advisor's insights on working with clients who have inherited wealth.
Financial Planning November 1, 2010 Donna Mitchell	Smaller Fortunes Whatever the actual wealth-transfer number from generation to generation, planners will face the challenge of helping their affluent clients insure smaller fortunes and stretch estates over the next 40 years.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
On Wall Street September 1, 2012 Mason Braswell	Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.
Registered Rep. November 1, 2004 David A. Gaffen	Wealth Transfer? What Wealth Transfer? Many in the financial services industry are starting to think the wealth transfer estimates are way overblown.
Financial Advisor January 2006 Karen DeMasters	Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.
AskMen.com Myra Salzer	Wealth Management It's odd how people assume that, as a male, you have some sort of genetic advantage to knowing how to invest (and love the process), how income and estate taxes work and how to leverage money to its full advantage.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance.
The Motley Fool January 25, 2006 Dayana Yochim	Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input.
The Motley Fool November 17, 2006 Mary Dalrymple	Money Makes Us Crazy Windfalls can come in all shapes and sizes. Just looking at a stack of the green stuff can change our behavior. Here are some ideas for preventing a windfall from clouding your otherwise sane judgment.
Registered Rep. September 9, 2015 David H. Lenok	The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly.
The Motley Fool May 10, 2004 Dayana Yochim	When to Hire a Pro What to do when life hands you a complicated money decision.
Financial Planning October 1, 2010 Mindel & Sleight	The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
The Motley Fool December 29, 2003	When to Hire a Pro What to do when life hands you a complicated money decision.
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.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
Financial Advisor September 2005 Grove & Prince	The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money.
The Motley Fool February 10, 2007 Elizabeth Brokamp	The Sad Side of Inheritance Unexpected windfalls are welcome, but on the heels of a loved one's death, they can also be a huge burden. Take your time making decisions when you're grieving.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Financial Planning October 1, 2010	Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained.
Registered Rep. July 1, 2005 Kevin McKinley	The Inheritor's Safe Room Inheritance is the stuff of dreams for advisors and clients alike, but it often has nightmarish potential.
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.
Financial Planning September 1, 2011 Scott Schutte	Suddenly Wealthy Newfound wealth may bring a major life change for clients, often stirring a range of complex emotions.
Investment Advisor October 2009 Olivia Mellan	Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed.
The Motley Fool April 2, 2004 Dayana Yochim	Tax Refund Realities Last February, Cambridge Consumer Credit polled 1,000 randomly selected folks about what they'd do with tax refund checks resulting from President Bush's tax cut package. Then the company followed up in December to see what consumers actually did with the windfall.
Investment Advisor December 2005 Olivia Mellan	The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality.
The Motley Fool May 8, 2009 Selena Maranjian	10 Ways to Find More Retirement Income Boost your nest egg beyond Social Security, pension, and savings.
The Motley Fool October 1, 2004	Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts.
The Motley Fool January 11, 2005 Dayana Yochim	Get Trustworthy Tax Help What to do when that 1040 EZ form turns out to be anything but "EZ."
Investment Advisor October 2010 Olivia Mellan	The Role of Multigenerational Retreats Family retreats between generations of wealthy clients facilitate deeper communication, decision-making, and creation of an ethical legacy.
The Motley Fool March 24, 2004 Dayana Yochim	Put Your Plan on Paper Life happens. Is your financial plan happening right along with it?
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Registered Rep. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.