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| attorneys for financial advisors: Business--a Profession Louis Dembitz Brandeis, 1914 |
| attorneys for financial advisors: Investment Adviser's Legal and Compliance Guide Terrance J. O'Malley, John H. Walsh, 2013-01-01 Investment Adviser's Legal and Compliance Guide, Second Edition is an invaluable guide written to assist attorneys and investment advisers in both drafting their compliance policies and procedures and reviewing them annually. In addition, the book serves as a practical tool for experienced attorneys and compliance officers for fulfilling their changing responsibilities under new rules adopted under the Investment Advisers Act of 1940, as well as new staff interpretations and guidance. For the Second Edition, the original author, Terrance J. Oand’Malley, is joined by John H. Walsh. While both authors are seasoned practitioners and acknowledged experts in the area of investment adviser compliance matters, Mr. Walshand’s years of experience, including at the SEC, are reflected in the enhanced practical discussion of relevant legal and compliance issues, including increased numbers of compliance tips, enforcement and regulatory alerts, and compliance tools. Investment Adviser's Legal and Compliance Guide, Second Edition covers in detail such topics as: Filings and amendments that an adviser must make to maintain its SEC registration Major rules and requirements dealing with marketing and attracting new clients Issues arising in connection with the management of private funds The SEC's examination process New clients, and the management of client accounts. The book also covers requirements relating to the adviser's obligation to its customers, including preventing insider trading and other trading abuses, as well as an adviser's recordkeeping, which is a major factor in meeting the requirements of the Investment Advisers Act. In addition, Investment Adviser's Legal and Compliance Guide, Second Edition provides registered investment advisers and their legal counsel with a comprehensive review of their compliance responsibilities that arise under the Investment Advisers Act. |
| attorneys for financial advisors: Investment Adviser Regulation Clifford E. Kirsch, 2006 Investment Adviser Regulation: A Step-by-Step Guide to Compliance and the Law gives you the thorough regulatory guidance you need to understand the rules currently governing investment advisers while ensuring you keep pace with the tougher rules to come. This straightforward, easy-to-read compliance resource shows you how to file and update the pivotal Form ADV and draft compliant advisory contracts. |
| attorneys for financial advisors: Starting Your Own Practice Robert Fragasso, 2020-12-30 Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services. |
| attorneys for financial advisors: The Living Trust Henry W. Abts, 1997 The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system. |
| attorneys for financial advisors: Model Rules of Professional Conduct American Bar Association. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts. |
| attorneys for financial advisors: How to Value, Buy, or Sell a Financial Advisory Practice Mark C. Tibergien, Owen Dahl, 2010-05-13 Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work. |
| attorneys for financial advisors: Nine Steps to Financial Freedom Suze Orman, 2000 Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money. |
| attorneys for financial advisors: Ethics of the Legal Profession Orrin Nelson Carter, 1915 |
| attorneys for financial advisors: Preparing Heirs Roy Orville Williams, Vic Preisser, 2003 Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth. |
| attorneys for financial advisors: The 5 Mistakes Every Investor Makes and How to Avoid Them Peter Mallouk, 2014-07-22 Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. |
| attorneys for financial advisors: How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients Kathleen Burns Kingsbury, 2012-08-31 YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf. -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women. -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills. -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know. |
| attorneys for financial advisors: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| attorneys for financial advisors: The Aspiring Millionaire Bill Bailey, 1988 Discusses financial planning and the basics of investing, real estate, taxes and tax-sheltered investments, and insurance |
| attorneys for financial advisors: Securities Arbitration Procedure Manual David E. Robbins, 1995 This manual is acknowledged to be the essential reference in the field of securities arbitration. It systematically describes the issues that arise in a dispute, how to evaluate the merits of a case, & how to prepare & present cases to arbitration panels anywhere in the country. In the Third Edition, David Robbins updates his work to reflect the important new issues governing discovery on the Internet, NASD's new eligibility rule, & its rule on punitive damages. |
| attorneys for financial advisors: Digital Assets and Blockchain Technology Daniel T. Stabile, Kimberly A. Prior, Andrew M. Hinkes, 2020-07-31 This key textbook examines the financial growth and success of digital assets in the contemporary economy. As digital assets and other blockchain applications mature, and regulatory authorities work hard to keep pace, three leading attorneys in the field invite students to consider the legal frameworks pertinent to regulating this new method of exchange. In this, the first textbook of its kind, the authors explore the growth of smart contracts, the application of securities laws to token sales, the regulation of virtual currency businesses, the taxation of digital assets and the intersection of digital assets and criminal law. |
| attorneys for financial advisors: The Investor Protector David P Meyer, 2021-05-08 Forty years of work and a lifetime of savings. Many of us strive for these goals when we retire. No one can steal the years, but the money? The savings you earned to spend time with loved ones and live comfortably on your terms? Your savings could be gone instantly with one innocent error: trusting the wrong person to invest your money. It wasn't until David Meyer took on his first investment fraud case at twenty-eight that he truly understood the decimation caused by devious financial advisors. After winning a record-breaking jury verdict, David has been battling fraudulent financial advisors for more than two decades. Now, in The Investor Protector, he shares the stories of good people enduring unthinkable loss. These are stories of hard-earned success, unbelievable deceit, and avenging triumph. You'll learn not only how David has helped his clients regain their savings and peace of mind, but what you can do to protect yourself-and those you love-so the future looks as bright as you planned it. |
| attorneys for financial advisors: A Spectrum of Legacies Mark Weber, 2021-08-30 Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value. |
| attorneys for financial advisors: Louisiana Retirement and Estate Planning John Sirois, 2016-04-10 If you live in Louisiana and are retired or within five to ten years of retirement, you must read this one-of-a-kind book. This book explains the decisions that all retirees and pre-retirees face to ensure lifetime income and a comfortable retirement. Detailed topic explanations include making your money last; optimal withdrawal rates; retirement plan rollovers; net unrealized appreciation treatment of employer stock; managing investment risk during retirement; investment selection tools; pros and cons of annuities; required minimum distributions; maximizing tax deferralbeneficiary selection; and much more. The book explains estate planning techniques to minimize taxes, and how to protect your assets from creditors and long-term care expenses. Additional estate planning techniques describe how to protect your children or grandchildren from themselves through the use of trusts. Because the book is Louisiana-specific, detailed discussions of community property, usufruct and naked ownership, forced heirship, Louisiana Public Retirement System options are included. This book goes well beyond the basics of retirement and estate planning. Although the book drills down into complex issues facing retirees, the chapters include summaries and are broken down by topic. Each chapter may be read independently to quickly find the information you are seeking. |
| attorneys for financial advisors: Money & Divorce Lili Vasileff, 2017 This book is, in essence, a step-by-step roadmap of everything you need to know about the financial aspects of divorce. It is a great resource to initiate self-empowerment and take control over your divorce. |
| attorneys for financial advisors: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| attorneys for financial advisors: Finance and Accounting for Lawyers, Second Edition Brian P. Brinig, 2020-09-15 |
| attorneys for financial advisors: The Generous Prenup Laurie Israel, 2018-04-02 |
| attorneys for financial advisors: Asset Protection Strategies Alexander A. Bove (Jr.), Melissa Langa, 2005 |
| attorneys for financial advisors: Social Security 101 Alfred Mill, 2016-10-01 Learn about Social Security and plan for your future with the help of this comprehensive and accessible guide to everything you need to know about Social Security. Understanding Social Security can be overwhelming at times and dense government websites don’t help. Fortunately, Social Security 101 can help with easy-to-understand explanations and lessons that keep you engaged as you learn all you need to know about the federal program that’s been around since the Great Depression. Social Security 101 will give you the most up-to-date information on this government program, such as: -Getting a Social Security card -Applying for benefits -Estimating your benefits -Disability benefits -Medicare -401(k) plans for young adults Use this guide to plan for the future so that you’ll be comfortable in retirement. With the knowledge gained from this book, you’ll feel more secure in your future. Whether you want to learn about calculating your retirement age or estimating your projected payments, Social Security 101 has all the answers—even the ones you didn't know you were looking for. |
| attorneys for financial advisors: Divorcing a Narcissist Tina Swithin, 2014-02 Prior to stepping onto the battlefield with a Narcissist, it is imperative to know their playbook both forwards and backwards. The behavior of individuals with Narcissistic Personality Disorder generally defies logic but sadly, their tactics in the Family Court System often fool Judges, Commissioners, Attorneys, Minor's Counsel, Social Workers, Therapists and even trained Evaluators. Narcissists are the masters of manipulation and projection and are known to launch stealth assaults that will leave their victims in an utter state of confusion and desperation. Victims are often left shattered and without a voice because they feel that no one could possibly believe or understand what they are silently enduring. Author, Tina Swithin, understands what it's like to divorce a narcissist. Tina spent over four years on the battlefield of the Family Court System while acting as her own attorney in a desperate attempt to protect her two young daughters. While Tina's first book, Divorcing a Narcissist: One Mom's Battle details Tina's personal journey and court battle, her new book offers solid advice and sanity-saving wisdom for transforming from victim to survivor. Education is power and Divorcing a Narcissist: Advice from the Battlefield is your personal guide and resource for navigating through high-conflict divorce. Receive advice for every stage of the battle: Leaving the Narcissist: Strategies and advice Divorcing: Advice on attorneys, tactical moves, courtroom preparation, anxiety/PTSD, evaluations and more. Narc Decoder: Learn to decode emails and communication. Children: Sharing custody, sheltering children and breaking the cycle. Life Beyond the Narcissist: Loving again, personal growth and healing. Stories of Hope Resources |
| attorneys for financial advisors: Financial Self-Defense Arnold S. Goldstein, Hillel L. Presser, 2009-02 |
| attorneys for financial advisors: Not Just A Living Mark Henricks, 2003-07-03 As people have come to yearn for more fulfilling and creative work, many are realizing their dreams by leaving the corporate life behind and creating businesses around the things they love. In Not Just a Living, Mark Henricks explores the genesis of this cultural and social phenomenon and offers a comprehensive approach for assessing your own potential, taking the plunge, and building a business that helps you fulfill both personal and professional aspirations. Combining the authority of firsthand experience, colorful and engaging stories from the front lines, and a variety of diagnostic and planning tools, Henricks shows you how to determine whether the entrepreneurial route is right for you, recognize opportunities, overcome obstacles, plan your course, and launch and sustain your business-whether it's a solo venture out of your garage or a multi-million-dollar enterprise. |
| attorneys for financial advisors: Authentic Negotiating Corey Kupfer, 2017-01-29 Do you believe negotiating is one of the most important skills for greater success in business and life and that you could be better at it? Do you let your ego, anger, fear, insecurity, or other emotions get in the way of achieving your negotiating objectives? Is it important to you to stay true to yourself in tough negotiating situations? Are you willing to do the deep inner work necessary to achieve true negotiating success? If so, dig beneath the surface, stop looking for the quick tip or best tactic, do the required hard work, and follow the roadmap Corey Kupfer provides in Authentic Negotiating. This book will lead you to authentic success in negotiating, in business, and in life. |
| attorneys for financial advisors: Asset Protection Secrets Arnold S. Goldstein, 1997-10 This all new 2nd edition reveals the little known secrets and strategies guaranteed to protect personal and business assets from any financial disaster. This bible of asset protection is packed with hundreds of legal tips on keeping your assets safe from creditors, ex-spouses, bankruptcy and even the IRS. This encyclopedia of techniques and tactics will safeguard your assets under all circumstances. |
| attorneys for financial advisors: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| attorneys for financial advisors: The Lawyer's Guide to Financial Planning Cynthia Sharp, American Bar Association. Solo, Small Firm and General Practice Division, 2014 |
| attorneys for financial advisors: Asset Protection for Real Estate Investors Clint Coons, 2009-11 This book cuts through the confusion that pervades today's real estate investor's understanding of asset protection. It provides in-depth, easy to understand analysis of different asset protection entities as they relate to real estate investing. |
| attorneys for financial advisors: Financial Planning Handbook for Physicians and Advisors David Edward Marcinko, 2005 Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan. |
| attorneys for financial advisors: Chambers Global Ross Cogan, 2006 |
| attorneys for financial advisors: Divorce and Your Money Shawn Leamon, 2019-12-14 Avoid Costly Divorce Mistakes Ending a marriage may be the most challenging life event you will ever face. Whether you're contemplating divorce or in the middle of one right now, you need to be prepared to face the tough questions: What's going to happen to your lifestyle, money, and retirement? What pitfalls should you avoid, and what steps do you need to take to move forward? How do you protect your family, your children, and your future? If you're overwhelmed by the prospect of divorce or you're simply fed up with one-size-fits-all online articles and advice, you need Divorce and Your Money: How to Avoid Costly Divorce Mistakes. Written by Shawn Leamon, MBA, Certified Divorce Financial Analyst, and host of the #1 divorce financial podcast, Divorce and Your Money, this no-nonsense, user-friendly guide provides a complete plan for facing the tough decisions in your divorce. Shawn's work has been seen in Time, USA Today, Yahoo! Finance, Nasdaq, San Francisco Chronicle, and many other publications across the United States. His website, DivorceAndYourMoney.com has over 1 million viewers and his podcast has over 500,000 downloads. With the practical strategies outlined in Divorce and Your Money, you will take control of your divorce, your money, and your future. Learn the essentials of planning for your divorce, like how to choose the right divorce strategies, determine if your attorney is fighting for you, and how to move forward to benefit you and your family. |
| attorneys for financial advisors: The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you Daniel E. McKenzie Esq, 2019-07-03 Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients' estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth. |
| attorneys for financial advisors: Ettinger on Elder Law Estate Planning Michael Ettinger, 2010 Elder Law Estate Planning is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a Consumer Report on Probate concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the living trust revolution. Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a will contest * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an elder law estate planning attorney to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise. |
| attorneys for financial advisors: Finance & Accounting for Lawyers Brian P. Brinig, 2020 |
| attorneys for financial advisors: Starting Your Own Practice Robert Fragasso, 2020-12-01 Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services. |
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Laurentiz Sociedade de Advogados - LinkedIn
Desde sua criação em 1983 a Laurentiz Sociedade de Advogados tem uma filosofia inovadora e visionária, pautada em uma postura ética e sustentável, que a tornou o dos maiores e mais …
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Encontre um advogado trabalhista em São Paulo (SP). O Escritório Santos Advocacia trabalhista conta com o advogado trabalhistas especializados em Direito trabalhista e processual do …
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OAB Araraquara, Araraquara. 1,663 likes · 70 talking about this · 31 were here. Página oficial da 5ª Subseção da Ordem dos Advogados do Brasil, Secional...
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Conheça o que nossa empatia jurídico-empreendedora pode fazer pelo seu negócio. Somos um escritório full-service que há 55 anos cuida dos negócios de nossos clientes como se fossem …
Sindicato dos Advogados do Interior Paulista | Araraquara SP
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Attorneys for Kilmar Abrego Garcia argue he isn't a flight risk and ...
4 days ago · The two-count federal indictment unsealed in Tennessee charges Abrego Garcia with one count each of conspiracy to unlawfully transport illegal aliens for financial gain and …
Jury begins deliberating whether Karen Read is guilty of murder
2 days ago · Karen Read, right, gestures to supporters as she and attorney Alan Jackson, left, leave the Dedham, Mass. courthouse, after the judge issued instructions to the jury in Read’s …
Notice Attorneys Reinstated from the 2024 CLE Ineligible List
3 days ago · The Board on Continuing Legal Education declares that the following New Jersey attorneys have complied with the requirements of R. 1:42-1 and therefore are hereby removed …
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Bocchi Advogados Associados - LinkedIn
Bocchi Advogados Associados atua há 50 anos nas áreas de direito previdenciário, trabalhista, cível e desportivo. Fornecemos serviços jurídicos em várias cidades do Estado de São Paulo e...
Laurentiz Sociedade de Advogados - LinkedIn
Desde sua criação em 1983 a Laurentiz Sociedade de Advogados tem uma filosofia inovadora e visionária, pautada em uma postura ética e sustentável, que a tornou o dos maiores e mais …
Escritorio de Advocacia Trabalhista | Especialistas Direito …
Encontre um advogado trabalhista em São Paulo (SP). O Escritório Santos Advocacia trabalhista conta com o advogado trabalhistas especializados em Direito trabalhista e processual do …
OAB Araraquara | Araraquara SP - Facebook
OAB Araraquara, Araraquara. 1,663 likes · 70 talking about this · 31 were here. Página oficial da 5ª Subseção da Ordem dos Advogados do Brasil, Secional...
Home Page - Brasil Salomao - Brasil Salomao
Conheça o que nossa empatia jurídico-empreendedora pode fazer pelo seu negócio. Somos um escritório full-service que há 55 anos cuida dos negócios de nossos clientes como se fossem …
Sindicato dos Advogados do Interior Paulista | Araraquara SP
Em que conseguimos finalizar as negociações com o sindicato patronal o SINSA ( SINDICATO DAS SOCIEDADES DE ADVOGADOS DOS ESTADOS DE SÃO PAULO E RIO DE JANEIRO …
List of Personal injury attorneys in São Paulo
List of Personal injury attorneys in São Paulo There are 85 Personal injury attorneys in São Paulo as of January 23, 2025; which is an 3.57% increase from 2023. Of these locations, 74 …
Attorneys for Kilmar Abrego Garcia argue he isn't a flight risk and ...
4 days ago · The two-count federal indictment unsealed in Tennessee charges Abrego Garcia with one count each of conspiracy to unlawfully transport illegal aliens for financial gain and …
Jury begins deliberating whether Karen Read is guilty of murder
2 days ago · Karen Read, right, gestures to supporters as she and attorney Alan Jackson, left, leave the Dedham, Mass. courthouse, after the judge issued instructions to the jury in Read’s …
Notice Attorneys Reinstated from the 2024 CLE Ineligible List
3 days ago · The Board on Continuing Legal Education declares that the following New Jersey attorneys have complied with the requirements of R. 1:42-1 and therefore are hereby removed …
Comprehensive protection in Child and Adolescent sexual
Objetivou-se aqui analisar a sua efetividade segundo a perspectiva das equipes técnicas e operadores do direito, averiguando se os procedimentos previstos contribuem para assegurar …
