Wealth Management

MARCH 12, 2025

Be proactive about protecting clients and positioning them for whatever happens next.

Estate Planning 267

Estate Planning Clients Planning 267

Wealth Management

APRIL 3, 2025

As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

Estate Planning 212

Estate Planning Clients Planning Financial Advisor 212

Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

Estate Planning 298

Estate Planning Planning Clients 298

Wealth Management

NOVEMBER 19, 2024

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.

Estate Planning 257

Estate Planning Planning Wealth Management Clients 257

Wealth Management

APRIL 8, 2024

It may produce better outcomes.

Estate Planning 283

Estate Planning Clients Planning 283

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 262

Estate Planning Planning Taxes Clients 262

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M Read More.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 259

Estate Planning Planning Clients 259

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 320

Debt Management Estate Planning Management Planning 320

Wealth Management

JANUARY 15, 2025

The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.

Estate Planning 226

Estate Planning Planning Taxes Clients 226

Nerd's Eye View

AUGUST 7, 2024

Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.

Estate Planning 246

Estate Planning Taxes Assets Planning 246

Abnormal Returns

MARCH 10, 2025

kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning 297

Estate Planning Planning Clients 297

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 297

Estate Planning Planning Clients 297

Wealth Management

SEPTEMBER 4, 2024

Warren Buffett's three children get control of what to do with the money

Estate Planning 273

Estate Planning Clients Planning 273

Nerd's Eye View

FEBRUARY 14, 2025

Which suggests firms that can meet clients' evolving needs as they advance up the wealth spectrum (e.g., Which suggests firms that can meet clients' evolving needs as they advance up the wealth spectrum (e.g.,

Financial Planner 208

Financial Planner Financial Advice Estate Planning Clients 208

Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

Estate Planning 217

Estate Planning Numbers Planning Retirement 217

Wealth Management

JUNE 24, 2024

Six ways to help clients gain peace of mind regarding inflation.

Estate Planning 289

Estate Planning Retirement Taxes Planning 289

Wealth Management

NOVEMBER 28, 2023

Stick to the basics.

Estate Planning 300

Estate Planning Clients Planning 300

Wealth Management

NOVEMBER 13, 2024

Advise clients of economic opportunities and potential shifts based on political developments.

Estate Planning 266

Estate Planning Planning Economics Clients 266

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

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?). Read More.

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

AUGUST 5, 2022

If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.

Estate Planning 290

Estate Planning Planning Marketing Marketing 290

Abnormal Returns

FEBRUARY 19, 2024

obliviousinvestor.com) Estate planning Changing an estate plan takes time. wealthmanagement.com) Do your clients have a digital estate plan? (ofdollarsanddata.com) Social security Spousal claiming strategies for Social Security are nuanced. thinkadvisor.com) How to research a Social Security question.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Wealth Management

AUGUST 23, 2024

Wealthy clients may be reluctant to seek treatment.

Estate Planning 258

Estate Planning Planning Clients 258

Wealth Management

AUGUST 6, 2024

Crucial estate planning tools and possible court interventions.

Planning 277

Planning Estate Planning Clients 277

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Planning 173

Wealth Management

NOVEMBER 15, 2023

Don’t murder your clients—and other best practices.

Estate Planning 290

Estate Planning Planning Clients 290

Wealth Management

JANUARY 29, 2025

Clearly explaining the technical aspects of the planners proposals aids in the successful implementation of estate plans.

Communication 257

Communication Estate Planning Clients Planning 257

Wealth Management

JUNE 27, 2023

Wealth.com's Ester is a proprietary model that can read and restate documents and hold both short and long-term memories of previous client actions.

Estate Planning 298

Estate Planning Planning Clients 298

Million Dollar Round Table (MDRT)

MARCH 30, 2025

By Bryce Sanders As a financial advisor, you may encounter estate planning roadblocks with clients. The client may say something like, I dont need to write a will. Or they might say, My estate is not large enough to create estate tax issues. Everything I have will go to my spouse and vice versa.

Estate Planning 52

Estate Planning Clients Planning Financial Advisor 52

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 297

Wealth Management Estate Planning Planning Management 297

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. theirrelevantinvestor.com) How client expectations are changing. kitces.com) What it means to be a great adviser to retired clients. thinkadvisor.com) A year-end tax planning checklist.

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Wealth Management

JULY 12, 2023

Make sure that clients are using the right valuation.

Estate Planning 227

Estate Planning Planning Valuation Clients 227

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

Cornerstone Financial Advisory

JANUARY 27, 2025

This includes estate planning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. These principles form the foundation for how we approach all aspects of financial management, including estate planning.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246