Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning 229

Estate Planning Taxes Planning 229

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. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. investmentnews.com) Americans want to retire gradually.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Dear Mr. Market

DECEMBER 31, 2024

Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Ready to Tackle 2024? Happy Planning and best to you in 2025!

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

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.

Risk Management 290

Risk Management Taxes Estate Planning Financial Planner 290

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Abnormal Returns

OCTOBER 23, 2023

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. investmentnews.com) Advisers Why the myth of a big wealth transfer from Baby Boomers persists.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Darrow Wealth Management

MARCH 13, 2025

So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Of the underperformers, 39% actually lost money.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Darrow Wealth Management

OCTOBER 28, 2024

It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider.

Sales 97

Sales Taxes Estate Planning Planning 97

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 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 appeared first on Darrow Wealth Management.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. In February 2024, Microsoft is the largest company by market cap in the world with a 7.3% Further estate planning objectives.

Management 106

Management Taxes Portfolio Estate Planning 106

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 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 appeared first on Darrow Wealth Management.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 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.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

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. non-attorney).

Estate Planning 93

Estate Planning Distribution Taxes Assets 93

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. But some states , like Massachusetts, have their own estate tax and a much smaller exemption amount. Do I need a living trust if I have a will?

Assets 98

Assets Estate Planning Distribution Taxes 98

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. And that was in June of 2024. With no further ado my discussion with Jonathan Clements.

Investing 147

Investing Investments Management Retirement 147

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.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

The Big Picture

JUNE 11, 2024

You know, whether a creative, whether you’re a CPA or an attorney, or a planner or a wealth manager, whatever, you’re sitting across the table from somebody. And we said, we have this opportunity to set the standard of what a, a client should receive from an independent wealth manager. We need money managers.

Planning 162

Planning Clients Investing Investments 162

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.

Estate Planning 52

Estate Planning Distribution Accounting Valuation 52