Blog Estate Planning Taxes 
Nerd's Eye View
JULY 25, 2022
First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements.
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. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Unfortunately, costly mistakes are all too easy to make.
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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.
Abnormal Returns
OCTOBER 23, 2023
advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. citywire.com) A list of the top blogs for financial advisors to read. smartasset.com)
eMoney Advisor
MARCH 7, 2023
Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.
eMoney Advisor
FEBRUARY 22, 2023
And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”
Validea
JULY 10, 2023
In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.
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