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 Article Archive
101 Tasks to Tackle in the Aftermath of Death
Morningstar, May 2010
Most Estate Plans Possess a Major Flaw
Morningstar, March 2010
The Holy Grail of Prospecting
Morningstar, Feburary 2010
Eliminate the Burden of Personal Legacy Taxes
Morningstar, Feburary 2010
New tools available for end-of-life planning
InvestmentNews, January 2010
Nicole Coulter, Senior Editor at Horsesmouth interviews four members of Plan Your Legacy who share their experiences with the Breadcrumbs legacy planning program.
Differentiation Drives Assets Under Management & Production
Transitions Magazine Ezine, October 2009
Taming Death (see page 11)
Inside Information - Bob Veres Newsletter, January 2009
Get Practical and Personal with Estate Planning
Journal of Practical Estate Planning, January 2009
Take Time To Prepare Your Legacy
by Jean Chatzky in the The Tampa Tribune, September 2008
Ensuring loved ones inherit more than stuff
by Jean Chatzky in the NY Daily News, September 2008
Morningstar Legacy Planning Web seminar
, August 2008
Helping Grieving Clients (FPA membership required)
By Clarly Schulaka, Solutions, August 2008
You Don't Have to be a Legend to Leave a Legacy
Forbes, July 2008
You Don't Have to be a Legend to Leave a Legacy Creating Your Personal Legacy Plan
MarketWatch, July 2008
You Don't Have to be a Legend to Leave a Legacy Creating Your Personal Legacy Plan
CNBC, July 2008
How to Financially Cope With Being Suddenly Single
Kimberly Palmer, US News and World Report, June 2008
Parents are supposed to love their children equally, but that’s not always the way the will turns out.
Wealth Manager, May 2008
Grieving Spouses
Financial Advisor, May 2008
True love means planning ahead
Robert Powell, MarketWatch, November 2007
An Attentive Financial Pro is a Widow's Greatest Asset
The Retirement Insider, October 2007
Wealth Management - Leaving Their Mark
Suzanne McGee, Institutional Investor, September 2007
Legacy Planning: An Emerging Industry Niche
Horsesmouth, September 2007
Don't Rush Financial Decisions When Spouse Dies
Laura Bruce, BankRate.com, August 2007
Bring Up Their Legacy to Get Clients Started in Estate Planning
Elaine Floyd, Horsesmouth, May 2007
Creepy Conversations
Registered Rep Magazine, October 2006
Death Is Inevitable, but Losing AUM Is Not
Journal of Financial Planning, October 2006
Advancing the Conversation
Investment Advisor, October 2006
Consider Your Legacy to Help Survivors Heal and Cope
Messenger Post Newspapers, Your Life Now, September 2006
Talking Legacy to Boomers
Advisor Today, September 2006
Discuss Legacy Planning Before It's Too Late
Fox National News, Your Money Matters, July 2006
Talking About Legacy and End of Life Planning with Clients
Bank Insurance & Securities Marketing, July 2006
Choose Your Words Carefully
Advisor Today, June 2006
How to Discuss End-of-Life Planning With Your Clients
Horsesmouth.com, April 2006
Talking about Legacy and End-of-Life Planning with Clients
BISM Online, January 2006
Future Profits Tied to Adoption of New End-of-Planning Trend
The Independent, Feburary 2005
Create a Diary of Your Final Wishes
Fox News (National), January 2005
When Your Spouse Dies
Consumer Reports: Money Advisor, January 2005
Surviving Loss: Financial Planning for Widows and Widowers
American Association of Individual Investors, August 2004
Plan a funeral, yes: prepay, no!
CBS Marketwatch.com/Retirement Weekly, July 2004
Financial Planning for Widows and Widowers
The Journal of Financial Planning, May 2004
How to Launch a Successful Niche Practice
Horsesmouth.com, October 2003
The Survivor Assistance Handbook Book Review
Horsesmouth.com, August 2003
16 Point Checklist for Newly Widowed Clients
Horsesmouth.com, August 2003
What Widows Want from Advisors
Financial Advisor, July 2003
Beyond Grief Support
The Independent, July 2003
Beyond Grief Support
The Independent, July 2003
Financial Planning for Your Survivor Clients: ABA Journal
ABA Trusts and Investments, July 2003
Prepare for Death to Ease Loved Ones Financial State
Rochester Business Journal, May 2003
Financial Planner Turns Personal Grief into Tool for Others
Last Acts newsletter, January 2003
Revisiting a Painful Subject
Fox National News, Your Money Matters, January 2003
Grief Spawns Helpful Guide
Democrat and Chronicle, December 2002
Handbook Eases Burdens When a Spouse Dies
Fox National News, Your Money Matters, November 2002 |
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