Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." kitces.com) Social Security retirement ages are always a political decision. advisorperspectives.com)

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

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

Abnormal Returns

SEPTEMBER 30, 2024

riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 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. citizens and residents.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59