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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. |
Investment Advisor December 2007 Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
AskMen.com Michael Estrin |
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand |
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. |
AskMen.com Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
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. |
Inc. June 2007 Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
Financial Planning August 1, 2012 Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Registered Rep. March 1, 2006 Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce. |
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 February 1, 2012 Ingrid Case |
Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win. |
Registered Rep. August 1, 2005 Janet Arrowood |
When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement. |
Financial Advisor May 2007 Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience? |
Registered Rep. May 1, 2006 Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Financial Planning November 1, 2009 Martin M. Shenkman |
Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients. |
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. |
Investment Advisor January 2008 Lewis Schiff |
Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications. |
Registered Rep. June 1, 2004 Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
BusinessWeek April 16, 2007 Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
Financial Advisor January 2008 Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Financial Advisor August 2012 Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
Financial Advisor July 2005 Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
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. |
AskMen.com Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
Investment Advisor August 2008 Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities. |
InsideFlyer June 2012 |
Death, Divorce and Miles We take a look at what happens to your miles and points when you reach the end of the road. |
Financial Planning October 1, 2010 Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
Financial Planning February 1, 2011 Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
AskMen.com Nick Kennedy |
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck |
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. |
Entrepreneur January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
U.S. Banker June 2008 Karen Krebsbach |
Following a Vow of `I Do' With `OK, Now Sign Here' A recent poll shows that 49 percent of divorce-attorney members cited an increase in postnuptial agreements in the past five years. |
AskMen.com Terence Channon |
Personal Finance: Screw Her In The Divorce If you were blinded by love and didn't draft a prenup, there are a variety of very ethical and sensible tactics that you can employ to protect your stash. And if you execute them correctly, you might actually come out on top. |
Financial Planning June 1, 2011 Martin Shenkman |
Filed Away Every advisor knows to ask a potential client whether he or she has a will, a living trust or an insurance trust. But if an advisor wants a thorough picture of a prospective client's estate plan, the line of inquiry has to be broader. |
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 Advisor October 2005 Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood |
Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not. |
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. |
On Wall Street November 1, 2011 Darlys S. Harmon-Vaught |
When "I Do" Becomes "I'm Done" A client needs a financial advisor well versed in the division of marital assets, its tax implications and state laws. Such an advisor can help one side of a divorcing couple make the best of a tough and life-changing situation. |
Financial Planning October 1, 2013 Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
The Motley Fool September 9, 2005 Dayana Yochim |
Is Mr. Wrong Mangling Your Credit? What to do when your ex's financial faux pas keep haunting you. |
Financial Planning July 1, 2006 Elizabeth O'Brien |
5 Questions: Sharyn Sooho An interview with co-founder of Divorcenet.com and a family law attorney for more than 30 years about how financial planners can help divorced parents deal with the challenges of paying for college. |
AskMen.com October 15, 2000 Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
The Motley Fool February 5, 2007 Dan Caplinger |
Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk. |
Financial Planning August 1, 2006 Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
Financial Advisor July 2004 Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
Financial Advisor October 2006 Grove & Prince |
Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients. |
The Motley Fool August 25, 2006 Dan Caplinger |
In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it. |
InsideFlyer April 2004 |
You Can't Always Take Them With You When life or love ends, there are always questions. And increasingly, those questions involve miles and points. Here are a few answers to those questions. |
Financial Planning February 1, 2012 Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |