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Investment Advisor December 2009 Douglas Schnapp	The Empire State's New POA The implications for advisors in the wake of New York's revised power of attorney law.
Financial Planning September 1, 2007 Martin M. Shenkman	Estate Planning: The Great Powers You may think that powers of attorney are simple, but once you have to use them that may not be the case.
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.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
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 Planning July 1, 2012 Martin Shenkman	The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients.
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.
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
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 Planning August 1, 2010 Martin Shenkman	Not Fade Away Planners must care because the aging population brings with it great incidences of chronic illnesses and every aspect of planning is affected.
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 May 1, 2005 Joshua Weinberger	5 Questions An estate planning expert talks about living wills.
National Defense March 2008 Ifrah & Kardell	Are You Prepared for A Government Probe? Government investigations are on the rise in the healthcare, defense, energy and insurance sectors. Agents from all levels of government have greater investigatory power through more inter-agency coordination and resource sharing.
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 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.
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 September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
Financial Advisor November 2003 David J. Drucker	Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners.
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.
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 Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
PHONE+ December 30, 2009 Liu & Crowe	Contracts: What Are the Basic Components of an Agent Agreement? A well-drafted agreement will define the rights and responsibilities of the parties involved, so as to minimize the risks that come from uncertainty and misunderstandings.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
BusinessWeek June 5, 2006 Toddi Gutner	"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust.
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 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.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Registered Rep. September 8, 2011 Mark Miller	How to Protect Aging Clients' Finances A growing body of evidence suggests that the aging brain isn't well-suited to financial decision-making.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
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.
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.
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.
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.
Registered Rep. June 1, 2012 Anne Field	Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors.
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.
PHONE+ February 17, 2010 Neil S. Ende	The Danger of Termination Clauses in Agent Agreements Most carrier agency agreements have been unclear at best and one-sided and oppressive at worst.
Financial Planning June 1, 2010 Martin Shenkman	"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans.
The Motley Fool August 3, 2007 Rich Duprey	7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
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 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
PHONE+ March 23, 2010	Do Agents Have a Chance Fighting Mass Terminations from Carriers? Telecom experts off their opinions on how agents might be able to deal with carrier downsizing.
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.
Financial Advisor June 2004 Jeff Schlegel	Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members.
The Motley Fool September 22, 2005 Paul E. Eckler	How to Select a Financial Advisor You are the absolute best person to manage your money, but sometimes you might need some help.
Commercial Investment Real Estate Sep/Oct 2015 Mike Newhouse	Splitting Fees It's agent vs. agent when it comes to commission disputes.