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The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
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.
The Motley Fool January 21, 2010	6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think!
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.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
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.).
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
The Family Room Gary Foreman	Do I Need a Will?
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.
The Motley Fool January 22, 2010	10 Things You Shouldn't Go Without Do you have these important documents drawn up?
Financial Planning March 1, 2006 Christ Blunt	Practice Tips: Managing the Paper Financial advisers can add value to their client relationships by helping clients organize their important documents. Here's how to do it.
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 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.
BusinessWeek July 2, 2009	The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death
The Motley Fool March 23, 2005 Dayana Yochim	A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents.
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.
On Wall Street June 1, 2011 Myrna L. Wigod	When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce.
Financial Planning January 1, 2005 Jennifer A. Liptow	Bookshelf Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, by Mark H. Kaizerman helps to organize the important documents future beneficiaries may need.
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 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.
Investment Advisor February 2007 Susan L. Hirshman	Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists.
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.
AskMen.com Michael Hirsch	How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well.
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 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 April 1, 2010 Dayana Yochim	Oops, I Accidentally Cut You Out of My Will It's easy -- too easy -- to make a million-dollar clerical error. How sure are you that your important papers are ironclad?
Registered Rep. August 17, 2010 Alan Lavine	Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy.
The Motley Fool June 19, 2006 Rich Duprey	Step Up to a Prenup What a pre-marriage agreement lacks in romantic subtlety, it makes up for in financial security.
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.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
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 September 8, 2006 Tim Beyers	Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides.
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.
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.
The Motley Fool February 15, 2005 Dayana Yochim	For Richer or Poorer... Again There are certainly a lot of financial advantages to being married. But there can also be many more complexities with your happy new union. Here is sound financial guidance for couples who remarry.
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.
The Motley Fool May 28, 2008 Dayana Yochim	Money and Mr. Right Now These are some key nuts-and-bolts moves that will smooth the transition into a second marriage for people who have merged their money with another's in the past. This is important, whether it's your first or fifth time saying "I do."
Registered Rep. May 1, 2005 Daniels, Leibell & Prince	Planning for the Unthinkable End-of-life events are almost always fraught with financial implications that need to be addressed. The better prepared a patient and his family are for end-of-life decisions, the more smoothly the financial portion of the event is likely to proceed.
Financial Advisor November 2007 Thomas J. Murphy	Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.
Financial Planning July 1, 2010 Martin Shenkman	Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed.
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 July 28, 2004 Dayana Yochim	Get in a Retirement Frame of Mind Don't panic about the future. Ease into it with these six general rules.
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.
Financial Planning May 1, 2005 Joshua Weinberger	5 Questions An estate planning expert talks about living wills.
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.
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.
Financial Planning December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
On Wall Street May 1, 2010 Wendy W. Murphy	Even Confident Investors Need Help After Major Life Changes We are lucky to be financial advisors, as we can surely make a difference in our clients' lives.