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Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Nerd's Eye View

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.

Taxes 246
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Estate Planning at 18

Carson Wealth

Carson Wealths Matt Hinz, CFP , ChFC , AIF , Senior Wealth Advisor and Chris Graw, CFP , ChFC , CLU , Managing Partner, Wealth Advisor discuss Estate Planning when you turn 18. The post Estate Planning at 18 appeared first on Carson Wealth.

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Estate Planning

Carson Wealth

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up. The post Estate Planning appeared first on Carson Wealth.

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52
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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. The potential supplemental estate tax liability for a married couple may be in the $5.6

Planning 143
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2 Key Benefits of Living Trusts

Darrow Wealth Management

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. non-attorney).

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How to Optimize Your LinkedIn Headline

Indigo Marketing Agency

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.