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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. mark for My Articles similar articles
Investment Advisor
December 2007
Lewis Schiff
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
June 2007
Daniel Akst
Breakup Blues Protecting your business if you (or your kids) get divorced. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2012
Jeffrey H. Rattiner
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Nick Kennedy
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. mark for My Articles similar articles
Investment Advisor
August 2008
Lewis Schiff
A Prospect With a Plan A prospect with an existing plan often presents opportunities. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2010
Jim Grote
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. mark for My Articles similar articles
Financial Planning
February 1, 2011
Donald Jay Korn
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
January 2010
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2004
Jeff Schlegel
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles