Abnormal Returns

FEBRUARY 19, 2024

morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire. obliviousinvestor.com) Estate planning Changing an estate plan takes time.

Clients 280

Clients Estate Planning Wealth Management Financial Advice 280

Abnormal Returns

SEPTEMBER 4, 2024

nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition. marketwatch.com) Investing You're never going to turn stocks into a predictable asset.

Estate Planning 265

Estate Planning Retirement Tax Planning Planning 265

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Know the Rules for Passing on Your Assets. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

JUNE 3, 2024

nytimes.com) How estate planning for blended families can go wrong. investmentnews.com) Why organic asset growth is hard to find. citywire.com) Real estate issues aside, interval funds continue to take in assets. (wsj.com) McKinsey & Co. has hired former Orion CEO Eric Clarke as a senior advisor.

Estate Planning 279

Estate Planning CFP Retirement Assets 279

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

Estate Planning 189

Estate Planning Clients Distribution Assets 189

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. substack.com) Estate planning for blended families is tricky. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough.

Asset Allocation 265

Asset Allocation Financial Advisor Estate Planning Retirement 265

James Hendries

OCTOBER 11, 2022

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. adults (46%) have a will that dictates what happens to their assets when they die. An estate plan may not be all you need to help ensure your assets transfer quickly.

Estate Planning 98

Estate Planning Planning Medical Assets 98

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. am.jpmorgan.com) How longevity literacy affect financial wellness in retirement.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Abnormal Returns

JULY 12, 2023

physicianonfire.com) Estate planning A look at some advanced estate planning techniques. rogersplanning.blogspot.com) Five mistakes any investor can make including asset mis-location. (savantwealth.com) A real-life example of balancing differing wants in retirement.

Risk Tolerance 246

Risk Tolerance Estate Planning Retirement Planning 246

Abnormal Returns

SEPTEMBER 23, 2024

podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. riabiz.com) Advisers How Peter Mallouk built Creative Planning into a $300 billion AUM powerhouse. kitces.com) It seems like everybody is jumping on the private assets bandwagon.

Wealth Management 278

Wealth Management Estate Planning Clients Management 278

Nerd's Eye View

FEBRUARY 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Carson Wealth

OCTOBER 25, 2023

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

Estate Planning 75

Estate Planning Planning Assets 75

Nerd's Eye View

JANUARY 31, 2024

Third, the IRA assets are directed to the T-CRUT as its funding source upon her passing, and fourth, that, at the end of the specified period, a minimum of 10% of the initial fair market value of the assets placed within the trust is transferred to a qualified charity (or charities) as the final remainder beneficiary. Read More.

Financial Advisor 246

Financial Advisor Estate Planning Nonprofit Financial Planner 246

Wealth Management

AUGUST 21, 2024

An often-overlooked tactic in estate planning.

Assets 114

Assets Retirement Estate Planning Planning 114

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!

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

JANUARY 24, 2024

In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets.

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets.

Clients 246

Clients Estate Planning Accounting Planning 246

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Abnormal Returns

JULY 13, 2022

peterlazaroff.com) Estate planning Why you need an estate plan. thomaskopelman.com) Where you hold assets affects your ability to do bequests. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

Estate Planning 187

Estate Planning Medical Financial Advisor Planning 187

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

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

Nerd's Eye View

AUGUST 23, 2023

in an IRA or 401(k) plan) to contribute to the Charitable Gift Annuity, they would need to withdraw – and be taxed on – those funds first. Testamentary CGAs, on the other hand, can be established after a donor’s death, funded with IRA or other assets to provide income for another person. But the SECURE 2.0

Taxes 246

Taxes Retirement Clients Estate Planning 246

Abnormal Returns

MARCH 20, 2023

(thinkadvisor.com) Lisa Shidler, "Farther is hoping the logic of creating a one-umbrella, one-brand RIA with a plethora of choice will draw good advisors and their clients' assets." advisorperspectives.com) A shocking number of people don't have a will or estate plan. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

SEPTEMBER 4, 2023

(advisorhub.com) How Creative Planning plans to integrate Goldman Sachs' PFM unit. citywire.com) Charles Schwab ($SCHW) is on track to retain ~95% of TDA assets. fa-mag.com) Substance abuse issues complicate the estate planning process. kitces.com) M&A Acquisitions are hard to manage, for all parties involved.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception.

Estate Planning 69

Estate Planning Planning Distribution Financial Advisor 69

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Here are three main reasons you may want to consider putting your assets in a trust. A will and a trust are two different estate planning tools. Do I need a revocable living trust?

Assets 93

Assets Estate Planning Distribution Fiduciary Duty 93

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court. Hire an Estate Planning Attorney For most people creating a will, hiring an estate planning attorney makes the most sense.

Estate Planning 142

Estate Planning Planning Assets Taxes 142