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AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.   |
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. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
The Motley Fool
January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
Financial Advisor
April 2008
Gail Liberman |
Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls. |
The Family Room
Gary Foreman |
Do I Need a Will? |
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. |
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. |
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. |
Information Today
July 31, 2008 |
Lawyers.com Adds Do-It-Yourself Legal Docs LexisNexis has added access to a legal document service that combines do-it-yourself legal forms with online legal document review by real lawyers. |
The Motley Fool
November 2, 2004
Dayana Yochim |
Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire. |
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. |
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. |
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. |
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.). |
Registered Rep.
October 1, 2002
Kevin McKinley |
Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will. |
PC Magazine
August 19, 2003
Christina Wood |
Where There's a Will... If you could complete a will before you finish your coffee, for less than dinner cost last night, would you do it? It's easy, once you decide which software or Web site to use. |
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
January 22, 2010 |
10 Things You Shouldn't Go Without Do you have these important documents drawn up? |
Financial Planning
January 1, 2005
David Grau |
Legally Bound If you have never bought or sold a financial advisory practice before, know that doing so comes with risks, too. Work with a law professional, but remember who's in charge. That's how to push your business over the top. |
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
August 1, 2005
Mitchell Rose |
Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly. |
Financial Planning
May 1, 2005
Joshua Weinberger |
5 Questions An estate planning expert talks about living wills. |
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. |
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. |
PC World
November 2000
Edward N. Albro |
Where There's WillMaker 8, There's a Way With Nolo.com's WillMaker 8, the latest revision of the company's estate-planning software for Windows 9x and 2000, you can prepare a will or confer power of attorney on the person of your choice in the event that you become incapacitated... |
The Motley Fool
January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
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. |
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 Planning
November 1, 2012
Martin Shenkman |
Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health. |
The Motley Fool
January 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
Financial Planning
February 1, 2007
John J. Bowen |
Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients. |
Entrepreneur
February 2007
David Worrell |
Stock Support Save time and money when selling stock in your company to raise 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. |
CIO
June 15, 2001
Eric Berkman |
Self-Serve Law Websites that help people draft simple legal documents when they don't want to pay an attorney. |
The Motley Fool
May 3, 2010
Dayana Yochim |
Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative. |
Inc.
October 2004
Norm Brodsky |
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. |
AskMen.com
Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business. |
BusinessWeek
July 2, 2009
Lauren Young |
Finding an Elder-Care Lawyer Elder-care attorneys often provide a range of services, from estate planning to health-care benefits. Try to hire one who suits your needs |
Financial Advisor
November 2003
David J. Drucker |
Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners. |
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 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. |
Investment Advisor
July 2007
Elizabeth D. Festa |
Getting Your Affairs in Order A tax lawyer serves clients who must face death and is now trying to educate the general public on the benefits of estate and other financial planning. |
AskMen.com
Michael Estrin |
Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer. |
PC Magazine
November 30, 2005
Molly K. McLaughlin |
Keep the Lawyers Away Got a legal issue that you can't handle alone, but lack the funds to hire counsel? Bluecase Home & Business Lawyer will come to your rescue with more than 200 customizable legal documents. |
Real Estate Portfolio
May/Jun 2002
Lauren Raymond |
Nobody's Fool Real estate investors of all levels turn to The Motley Fool's discussion board to ask questions, share information and learn from peers... |
AskMen.com
Michael Estrin |
How To: Sue Sometimes you just have to go to court. Here are some tips to help you navigate the difficult waters of litigation. |
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. |
Registered Rep.
November 4, 2008 |
Top Merrill FAs Playing Hardball With Retention Package They have taken the first step towards getting changes made by collectively hiring a lawyer, who "ripped the retention contract to shreds." |
The Motley Fool
April 7, 2004
Dayana Yochim |
Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain. |
