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The Motley Fool June 2, 2006 Dan Caplinger	Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more.
The Motley Fool October 10, 2006 Dan Caplinger	A Fiduciary for Fido By setting aside money in a pet trust, you can make sure your loved ones are given the same level of care you would give them after you're gone.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
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.
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.
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
The Motley Fool June 19, 2006 Dan Caplinger	Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family.
The Motley Fool June 30, 2009 Dan Caplinger	How to Invest When Tragedy Strikes If tragedy strikes, will your loved ones know how to manage the money that you've spent decades of your life trying to save for them?
The Motley Fool November 7, 2005	Women and Investing Ladies, you can't afford to ignore your finances. Women do tend to have some unique circumstances, and you need to take the time to learn about investing and money management.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible.
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action.
Financial Planning October 1, 2013 Martin Shenkman	New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
Financial Planning June 1, 2012 Martin Shenkman	Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.
BusinessWeek January 17, 2005 Anne Tergesen	Where To Entrust Your Trust? Picking the right location is the key to success in real estate. Now it's also a crucial decision in the sleepy world of trust funds.
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 August 31, 2006 Dan Caplinger	Managing Mom's Money How to help when a parent is no longer able to manage financial matters.
Registered Rep. March 1, 2005 Will Leitch	Fluffy's Big Pay Day Clients cannot bequeath directly to a pet, but there are ways to ensure Fluffy and Rex are cared for after their owners pass on, says Frances Carlisle, a New York City attorney specializing in wills and trusts for animals.
Entrepreneur May 2004 Scott Bernard Nelson	Trust Me Asset-protection trusts are one way for business owners and wealthy individuals to cover their assets when creditors come knocking.
The Motley Fool November 6, 2006 Dan Caplinger	How Professional Fiduciaries Work For those who don't have any close friends or family members willing or able to handle a fiduciary role, a professional trustee may be the best option. Here is a look at the inner workings of a bank's typical trust department.
The Motley Fool May 10, 2004 Dayana Yochim	When to Hire a Pro What to do when life hands you a complicated money decision.
Investment Advisor May 2007 Susan L. Hirshman	Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role.
Financial Planning June 1, 2012 Donald Jay Korn	Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse.
Financial Planning November 1, 2007 Martin M. Shenkman	High Net Worth: Estate Planning: Be a Trust Team Player Advising your clients to enter into trusts doesn't have to mean the end of your investment management services. Here's what you should know.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Irrevocable Trusts In addition to effectively transferring income tax liability from one person to another, irrevocable trusts can also be a good way to avoid or reduce estate taxation.
The Motley Fool December 29, 2003	When to Hire a Pro What to do when life hands you a complicated money decision.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Revocable Trusts Due in large part to its flexibility, the revocable trust is often used as a person's primary estate-planning document, establishing who should receive the grantor's property after death.
Financial Planning May 1, 2013 Martin Shenkman	New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how.
The Motley Fool September 15, 2006 Dan Caplinger	Make Finances a Family Affair Handling your family's finances isn't just another chore. It's a responsibility that has a constant influence on every member of your family. Don't let one person control the purse strings. Get everyone involved.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what?
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.