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. In March 2025, the technology sector is roughly 31% of the S&P 500 index.

Management 73

Management Taxes Estate Planning Asset Allocation 73

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Darrow Wealth Management

APRIL 21, 2025

Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning. The federal estate tax exemption is nearly $14M per person in 2025. Always consider the specifics of your tax situation and financial goals.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Around 73 percent of consumers find having a client portal valuable, and only 62 percent of financial advisors are offering one. Retail Banking 2025 and Beyond,” August 2022. Sources: 1.

Banking 74

Banking Clients Planning Financial Planning 74

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. Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client. Read More.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Darrow Wealth Management

JANUARY 16, 2025

You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. Assets that bypass the estate through a trust or another mechanism are usually not eligible.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

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. The SECURE Act 2.0

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

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 I, I found it to be an absolutely fascinating conversation.

Investing 148

Investing Investments Management Retirement 148

Harness Wealth

FEBRUARY 4, 2025

Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs. Harness can help you find tax advisors experienced in alternative investments and other complex areas to help you achieve your financial goals.

Taxes 52

Taxes Investing Investments Startup 52

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

Planning 52

Planning Estate Planning Taxes Assets 52

Zajac Group

MARCH 11, 2025

In addition to mitigating concentration risk and potentially deferring tax recognition, an exchange fund can also be a useful tool for estate planning. Just keep in mind that the value of the fund share does count toward your federal estate tax exemption limit, which currently is $13.99 million for 2025 and is adjusted annually.

Taxes 52

Taxes Portfolio Investing Investments 52

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.

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Harness Wealth

DECEMBER 8, 2022

A financial advisor can help you identify and set that up. The exclusion may reduce back to pre-2017 levels of $5M after 2025. Estate planning. The end of the year is a common time to take stock of your long term estate planning. Gifting to friends and family. if you are married filing jointly).

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

FEBRUARY 11, 2025

For the 2025 tax year, capital gains rates are 15% for individuals whose income is $48,351 to $533,400 and 20% for those above that income level. Estate Planning for Tax Efficiency An essential aspect of estate planning is structuring your gifts to minimize tax liabilities.

Taxes 52

Taxes Investing Investments Accounting 52

Carson Wealth

MARCH 6, 2025

Whats less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change. If its been some time since you established your estate plan, you may want to think about giving it a review. How will this affect your overall plan? million.

Estate Planning 125

Estate Planning Planning Taxes Financial Advisor 125

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Estate Planning 52

The Big Picture

APRIL 8, 2025

And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? All the clients were getting proprietary Sanford Bernstein asset Management product.

Asset Allocation 148

Asset Allocation Wealth Management Clients Assets 148

Harness Wealth

JANUARY 17, 2025

Tax Attorney: Tax attorneys specialize in legal tax issues, including court representation, estate planning, business entity setup, and international tax law. If you require auditing services, financial planning, and strategic tax advice, for example, you may need a tax professional and a separate financial advisor.

Taxes 52

Taxes Certification Ethics Communication 52