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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
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
July 15, 2005 |
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. |
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. |
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.
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. |
The Motley Fool
January 15, 2010 |
Do You Need a Living Trust? Don't leave your loved ones a legal hassle. |
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
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
Financial Advisor
September 2009
Mary Rowland |
A Bigger Net If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee. |
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. |
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
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. |
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 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
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. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
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. |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
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. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
The Motley Fool
August 18, 2004 |
Don't Die "Intestate" It's critical to have a will in place, even if you're young. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool
November 1, 2006 |
Don't Die Intestate! Get your affairs in order before you make your final exit. |
The Motley Fool
January 22, 2007
Selena Maranjian |
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. |
Financial Planning
October 1, 2006
Marshall Eckblad |
5 Questions An interview with Victor Whitney, an expert on personal trusts and author of the forthcoming The Art of Trusteeship. |
Registered Rep.
November 30, 2015
Kevin McKinley |
Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. |
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
May 3, 2010
Dayana Yochim |
Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative. |
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. |
Financial Planning
August 1, 2007
Barbara H. Cane |
The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients. |
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. |
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. |
Financial Advisor
March 2006
Charles Avalli |
Challenging A Trustee Who is responsible when a trust shows poor performance? Good financial advisors need to help their clients find their way through a trust dispute. |
The Motley Fool
January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
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. |
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.
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. |
