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BusinessWeek
July 12, 2004
Howard Gleckman |
When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.   |
Information Today
February 12, 2009
Carol Ebbinghouse |
The Latest in Lawyer Directories--You Won't Believe the Information You Can Get Now! There was a time when the only authoritative source of information on attorneys in the U.S. was the massive, multivolume Martindale-Hubbell Directory. |
Investment Advisor
May 2007
Kara P. Stapleton |
Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
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 Estrin |
Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer. |
Entrepreneur
March 2004
Jane Easter Bahls |
Search Party If you need to find a good attorney, forget the Yellow Pages and hop online. |
Financial Advisor
November 2005
Gail Liberman |
Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be. |
Financial Advisor
October 2011
Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Investment Advisor
December 2007
Kara P. Stapleton |
Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return. |
Financial Advisor
May 2007
Gail Liberman |
More Wrinkles Than Ever Your financial advisory clients need you to help them understand the new Medicaid rules. |
Registered Rep.
June 1, 2005 |
The Cost of Compliance Q: My current firm recently hired a non-licensed wholesaler to begin marketing our mutual fund family. What liability do I have, given that the wholesaler is not licensed? |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
Financial Planning
May 1, 2006
John J. Bowen |
Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research. |
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. |
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. |
BusinessWeek
June 5, 2006
Toddi Gutner |
"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust. |
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. |
AskMen.com
July 22, 2002
Donald Morrison |
Getting A Good Lawyer Throughout the course of your life, you will find that you are going to need a lawyer for major events; buying a home, dealing with a parent's death, starting a business, as well as countless other situations. Knowing how to find a good lawyer is important. |
Inc.
December 2004
Mark Obbie |
Learn To Love Your Lawyer When it comes to attorneys, even the smartest business owners screw up. It doesn't have to be that way -- if you follow a plan for managing your lawyer. |
Financial Advisor
June 2006
David J. Drucker |
Lawyers: New Competitors? First it was CPAs; now it's attorneys. Are they really practicing financial planning? |
AskMen.com
Michael E. Egosque |
Get A Lawyer For Life How Pre-Paid Legal Services allows you to obtain legal help for a fixed monthly fee. |
Financial Advisor
September 2005
Bruce W. Fraser |
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. |
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. |
Inc.
October 2004
Norm Brodsky |
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. |
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. |
CFO
October 1, 2003
Craig Schneider |
The Attorney's Dilemma Will the SEC's new and proposed rules to turn lawyers into whistle-blowers strain relations between finance executives and corporate counsel? |
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. |
Financial Advisor
October 2010
Roy Diliberto |
Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients. |
BusinessWeek
July 2, 2009
Lauren Young |
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. |
Financial Planning
September 1, 2011
Martin Shenkman |
Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team? |
Financial Planning
March 1, 2012
Martin Shenkman |
Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple. |
The Motley Fool
January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
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. |
On Wall Street
July 1, 2013
Lorie Konish |
Teaming Up on Elder Care An aging population has forged new partnerships between wealth advisors and health care planners. |
Entrepreneur
October 2004
Jane Easter Bahls |
Law Talent Lawyers have more to offer than just legal advice--they can also bring important skills to your business. One is a tendency to see the big picture. |
Financial Planning
September 1, 2008
Donald Jay Korn |
Pleading Poverty Few things can play havoc with a thoughtful financial plan as surely as a long stay in a nursing home. Therefore, "Medicaid planning" has become a prime concern for many seniors and their younger relatives. |
Registered Rep.
May 4, 2011
Charles Paikert |
When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks. |
