Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 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!

Estate Planning 174

Estate Planning Portfolio Management Communication Planning 174

Harness Wealth

NOVEMBER 12, 2024

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. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

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

WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. and estate planning can help you discover these.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

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. For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).

Planning 52

Planning Estate Planning Taxes Assets 52

WiserAdvisor

DECEMBER 29, 2023

Careful financial planning during a market dip can play a crucial role in minimizing the impact of estate taxes on intergenerational wealth. A financial advisor can help you understand how to leave an inheritance while paying minimal to no tax. It can trigger tax for the estate owner as well as the inheritor.

Estate Planning 52

Estate Planning Marketing Marketing Insurance 52