This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
2024 Estate Planning Planning 
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
243 
Wealth Management
NOVEMBER 19, 2024
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
278
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
DECEMBER 30, 2024
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
288 
Wealth Management
OCTOBER 23, 2024
Wednesday, November 20, 2024 | 1:00 PM Eastern Standard Time
264 
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
312 
Wealth Management
DECEMBER 27, 2024
There's a lot that can be learned from the estate mishaps of the rich and famous. 2024 was no different.
246 
Carson Wealth
DECEMBER 31, 2024
Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.
Nerd's Eye View
FEBRUARY 5, 2024
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Wealth Management
MARCH 15, 2023
What “fair share” taxation means for estate planning.
246 
Carson Wealth
DECEMBER 17, 2024
By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.
Nerd's Eye View
APRIL 1, 2024
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
242 
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Abnormal Returns
SEPTEMBER 23, 2024
Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. podcasts.apple.com) Future Proof A Future Proof 2024 wrap-up. blairbellecurve.com) Skepticism about Future Proof is finished.
Abnormal Returns
DECEMBER 4, 2024
nextavenue.org) The best books and podcasts on aging in 2024 including "Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age" by Chip Conley. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. wsj.com) Stuff starts breaking when cities/regions become overwhelmingly older.
147 
MainStreet Financial Planning
JANUARY 23, 2025
For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. If you notice any errors, you can easily request a correction online.
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Ready to Tackle 2024? Not for you.
96 
Zajac Group
NOVEMBER 7, 2024
Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Transfer After Death The IRS does impose a federal estate tax—though the exemption limit in 2024 is at a historically high rate of $13.61
52 
Harness Wealth
NOVEMBER 12, 2024
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. For those over 50, the limit is $8,000.
52 
Harness Wealth
JULY 29, 2024
covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning.
MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.
97 
The Big Picture
MAY 29, 2024
At The Money: Your Financial Captain with Peter Mallouk (May 29, 2024) Who’s in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health.
290 
Abnormal Returns
OCTOBER 23, 2023
(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets.
162 
Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. The potential supplemental estate tax liability for a married couple may be in the $5.6
143 
NAIFA Advisor Today
APRIL 12, 2024
Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.
Nerd's Eye View
AUGUST 5, 2024
Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
130 
MainStreet Financial Planning
MAY 10, 2024
Looking ahead and planning is the best way to preserve your sense of autonomy, choice, and life satisfaction before the unexpected happens and your health declines. Planning Areas for Solo Agers Financial Concerns – What is your plan for making financial decisions and managing your cash flow and investments?
97 
NAIFA Advisor Today
FEBRUARY 5, 2024
In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field. Join us on February 27, 2024, from 12:00 to 1:00 pm eastern.
Abnormal Returns
JANUARY 22, 2024
(morningstar.com) QCD limits have increased to $105,000 for 2024. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. investmentnews.com) Americans want to retire gradually. thinkadvisor.com) The biz Schwab's absorption of TD Ameritrade is "about 90% complete."
WiserAdvisor
MARCH 13, 2024
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.
The Big Picture
JUNE 11, 2024
The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.
162 
Carson Wealth
APRIL 25, 2024
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.
Carson Wealth
FEBRUARY 29, 2024
It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset.
96 
Darrow Wealth Management
MARCH 13, 2025
The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. Between 1987 and April 2024, roughly 67% of individual stocks underperformed the Russell 3000. Of the underperformers, 39% actually lost money.
66 
Darrow Wealth Management
MAY 6, 2024
Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Inform them of your parents passing and discuss options for support in settling the estate.
100 
Darrow Wealth Management
OCTOBER 1, 2024
Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. Limiting access can provide estate tax planning benefits for some). Discuss your estate plan in detail with your attorney.
98 
Zoe Financial
DECEMBER 28, 2024
New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. A spending plan isnt about restrictionits about intentionality.
Darrow Wealth Management
JANUARY 29, 2024
This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. States have their own estate tax laws.
Discipline Funds
DECEMBER 20, 2023
The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.
NAIFA Advisor Today
AUGUST 16, 2023
The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.
52 
Darrow Wealth Management
OCTOBER 28, 2024
Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Are you planning to retire? Create a formal financial plan.
97 
Integrity Financial Planning
NOVEMBER 14, 2023
1] This can be something you do as part of your estate plan. It can sometimes reduce the tax burden for your estate when it comes time to transfer it to your heirs. Sources : [1] [link] [2] [link] The post Take Advantage of These Tax Strategies Before the Year Ends appeared first on Integrity Financial Planning, Inc.
96 
Darrow Wealth Management
JULY 1, 2024
Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary.
101 
The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.
147
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content