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The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.
The Motley Fool June 16, 2006 Dan Caplinger	Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings.
Investment Advisor May 2010 Angela Herbers	Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.
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.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Financial Advisor July 2007 Dave J. Drucker	The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate?
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
Investment Advisor May 2010 Angela Herbers	The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves.
Financial Advisor February 2012	Honey, I Forgot To Pay The Taxes Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation or couldn't stop it.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
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.
The Motley Fool June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
The Motley Fool June 20, 2006 Dan Caplinger	When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.
Financial Planning January 1, 2009 Ed Slott	Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account.
The Motley Fool June 29, 2007 Elizabeth Brokamp	Warm-Up: Stress Test for Couples How you handled your wedding planning can tell you a lot about yourself, your spouse, and money.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
The Motley Fool July 10, 2009 Selena Maranjian	Your Spouse Is Fumbling Your Finances A recent study finds that merely 15% of couples are confident in the ability of both partners to handle their finances.
The Motley Fool January 13, 2004 Selena Maranjian	Sell Your House Tax-Free! Don't leave big bucks on the table.
Inc. June 2007 Daniel Akst	Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully.
Entrepreneur August 2004 Scott Bernard Nelson	Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property: Part 2 When you first encounter community-property laws, they may seem confusing and unnecessary. However, the benefits of community property can result in large income-tax savings.
The Motley Fool April 9, 2007 Mary Dalrymple	When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports.
The Motley Fool June 29, 2007 Elizabeth Brokamp	Workout No. 3: Protect Your Assets Learn how to keep your finances, your important papers, and your identity safe.
The Motley Fool August 11, 2006	Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free!
Job Journal November 27, 2005 Marty Nemko	Quick Fix: Inquire Within Eight questions to ask when choosing a career.
The Motley Fool October 24, 2006	Your Life Insurance Number You may not have thought about some kinds of insurance, such as disability or long-term-care insurance, but they're vital for many people. Take a little time to learn more, and you may be very happy you did, if some calamity occurs in the future.
The Motley Fool June 28, 2007 Rich Duprey	Avoid Costly Marriage Mistakes Don't become a statistic -- family finances are the issue which causes most marriage breakups.
Inc. October 2004 Michael S. Hopkins	How To Work (If You Must) With Your Spouse The challenges of working with a spouse are many. Here's how entrepreneurial couples can overcome them.
The Motley Fool January 30, 2007	Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much.
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.
The Motley Fool October 17, 2006 Mary Dalrymple	Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives.
Investment Advisor April 2010 Olivia Mellan	Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves.
The Motley Fool October 12, 2010 Rich Strickler	Deployment Diagnosis: How to Keep Finances Healthy on the Homefront Make sure you and your bank accounts are ready for the next military deployment.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Entrepreneur August 2007 Nichole L. Torres	In the Army Now Running your own business can provide the flexibility, income and work-life balance that you crave. And it's exactly that flexibility that makes entrepreneurship a great match for the frequently transferred military spouse.
Registered Rep. August 1, 2004 Daniels, Leibell & Prince	Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling."
The Motley Fool March 1, 2004	Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.
Financial Planning August 1, 2012 Katie Kuehner-Hebert	One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct.
Financial Planning January 1, 2012 Donald Jay Korn	One and Only Planners have been hearing about and preparing for the baby boom ever since the first 1946er became a client. Yet their single-minded focus on boomers may mean they've missed another demographic trend: the singles surge.
The Motley Fool April 21, 2009 Selena Maranjian	Don't Let a Crisis Wipe You Out Major crises are not so rare in our lives, and they tend to have serious consequences, affecting our finances, health, emotional well-being, and relationships with family and friends. Be prepared for disasters, and they'll cost you less.
The Motley Fool August 31, 2004 Dayana Yochim	Credit Tete-a-Tete Two experts discuss couples and credit issues, the truth about FICO scores, and what everyone should know about keeping a clean credit rap sheet.
Financial Advisor September 2010 Caren Chesler	Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?