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Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
Financial Planning March 1, 2011 Martin Shenkman	Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address.
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.
Registered Rep. January 1, 2003 Roy M. Adams	Looking for a Lucrative Relationship? When you strike up a professional relationship, you may be pleased to make a new friend. But you'll be really happy if that friend brings you business. Which brings us to this month's topic: Why financial advisors should get to know estate attorneys.
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 October 1, 2009 Martin M. Shenkman	Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips.
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.
Registered Rep. November 1, 2005 Daniels, Leibell & Prince	A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Financial Planning July 1, 2009 Donald Jay Korn	Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues.
Financial Planning February 1, 2007 John J. Bowen	Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
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 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.
Financial Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Planning June 1, 2013 Miriam Rozen	How to Hire a Good Lawyer Finding the right attorney requires research, time, thought - and sometimes a dose of bravery.
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 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.
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
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.
Fast Company March 2000 Erika Germer	Not-a-Lawyer Job Titles of the Future: Rory Holland
Entrepreneur December 2008 Scott Bernard Nelson	3 Financial Building Blocks These financial planning basics will keep you on track for the future.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
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.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
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.
Entrepreneur August 2006 Jane Easter Bahls	That's My Lawyer Is it OK to share a lawyer with a close competitor?
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 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.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
AskMen.com Michael Estrin	Fine Living: Build Your Wealth Management Team If you want to handle your wealth like a pro, turn the reigns over to a money management team. Here's how to get started.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Knowledge@Wharton Richard Shell	It's About Time: Corporate Responsibility Law Finally Makes Lawyers More Accountable Although the reputations of CEOs, accountants, bankers, analysts, and even consultants have suffered during the recent spate of corporate scandals, lawyers so far have escaped blame, let alone indictment. But that may change, as it should.
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.
Inc. October 2004 Norm Brodsky	Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.
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.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Financial Planning October 1, 2012 Miriam Rozen	The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness A financial planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
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.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Financial Planning October 1, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
Investment Advisor July 2007 Elizabeth D. Festa	Getting Your Affairs in Order A tax lawyer serves clients who must face death and is now trying to educate the general public on the benefits of estate and other financial planning.