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.

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Estate Planning Clients Planning Financial Planner 78

Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning?

Estate Planning 52

Estate Planning Planning Retirement Planning Insurance 52

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Get death certificates.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,

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Charitable Planning Estate Planning Retirement Planning Tax Planning 97

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document. One last note on paperwork. Sources: 1.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. A trust is just one part of an estate plan.

Estate Planning 93

Estate Planning Distribution Taxes Assets 93

Darrow Wealth Management

APRIL 25, 2023

While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare for the death of a spouse. Here’s a financial planning checklist for surviving spouses. Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes.

Estate Planning 85

Estate Planning Accounting Taxes Retirement 85

Your Richest Life

OCTOBER 1, 2022

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup. Here are some documents to have ready to go if you need to evacuate or run to a storm shelter.

Food 104

Food Insurance Certification Fee Only 104

Carson Wealth

JULY 12, 2022

Attorneys play a critical role in the financial planning process, particularly in estate planning. They can draft wills, trusts and legal documents as well as represent clients during life transitions. . In financial services, you might encounter an LLM in tax or estate planning. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Including collectibles in estate planning to avoid family disputes. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Darrow Wealth Management

MARCH 31, 2023

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

Financial Planning 97

Financial Planning Planning Estate Planning Assets 97

Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Get death certificates.

Estate Planning 52

Estate Planning Distribution Accounting Valuation 52

Carson Wealth

DECEMBER 18, 2022

CFP ® , Director of Consumer Investment Research A trust is a mechanism of owning property. Trusts are often used to simplify and coordinate estate planning. Trusts can be used to freeze the size of a taxable estate, purchase life insurance or provide a legacy of generational wealth. Craig Lemoine, Ph.D.,

Estate Planning 52

Estate Planning Distribution Taxes Assets 52

Carson Wealth

DECEMBER 20, 2022

CFP ® , Director of Consumer Investment Research. Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. Working with a financial advisor can help you define and prioritize goals and map a plan for success. Craig Lemoine, Ph.D., What Are Fiduciary Advisors?

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 52

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning. How to Enroll in CFP® Classes at ICOFP?

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Darrow Wealth Management

AUGUST 28, 2023

On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. The documentation just isn’t typically necessary in the regular course of business. Estate planning attorney The sale of a business is often a major financial change.

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Sales Estate Planning Wealth Advisor Taxes 91

Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Garry formed a law firm, Yardley Estate Planning, LLC, to work in conjunction with his wealth management firm and provide estate planning services to Pennsylvania and New Jersey residents.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Your Richest Life

AUGUST 10, 2024

Find spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. For digital clutter, you can save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). It is one of the most recognized and respected financial planning certifications in the industry. Alicia Vande Ven , M.S.,

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Carson Wealth

SEPTEMBER 19, 2022

CFP ® , Director of Consumer Investment Research. When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. Credit planning. Retirement planning. Estate planning.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Retirement 52

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

JULY 8, 2022

Judson Meinhart, CFP®, BFA . Yesterday it was early retirement projections for a corporate executive, tomorrow it’s a call with a planner to review a client’s estate plan. We spend about 12 hours reviewing and updating an established client’s plan each year, but I’m only responsible for about 4.5 So please subscribe!

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Financial Advisor Financial Planner Clients Financial Planning 59

Harness Wealth

JUNE 5, 2024

CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. He was at a registered investment adviser (“RIA”) working as a tax manager on the planning team, on a path to becoming a director in a couple of years. Breaking away from an RIA Kelley Maddox, CPA.

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Taxes Clients Planning Tax Planning 64