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. This statistic illustrates that more Americans should consider estate planning to help ensure their assets transfer quickly to their heirs. Gallop, May 2021.

Estate Planning 98

Estate Planning Planning Medical Assets 98

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) Momentum is growing for financial literacy education in high schools. bogleheads.podbean.com) Michael Kitces and Carl Richards talk about the opportunity and limits of advisor automation. investmentnews.com).

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

OCTOBER 31, 2023

Read More.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Abnormal Returns

SEPTEMBER 4, 2023

kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. fa-mag.com) Substance abuse issues complicate the estate planning process. (investmentnews.com) Crafting non-compete agreements for advisers is complicated.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

JULY 25, 2022

We’re also gearing up for our upcoming Kitces Financial Planning Value Summit, after more than 1,000 advisors registered for our first Value Summit last year! A gap our Kitces Courses aim to fill! can check out our Career Opportunities page for more!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. Financial professionals should stress the importance of getting an early start with estate planning.

Education 97

Education Financial Advisor Clients Planning 97

Nerd's Eye View

AUGUST 23, 2023

In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0 Read More.

Taxes 246

Taxes Retirement Clients Estate Planning 246

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? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

Estate Planning 75

Estate Planning Planning Education Clients 75

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

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.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 246

Education Financial Advisor Planning Clients 246

Nerd's Eye View

AUGUST 3, 2022

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize.

Financial Planning 246

Financial Planning Planning Insurance Clients 246

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice 67

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 67

MainStreet Financial Planning

NOVEMBER 8, 2024

– Tuition Payments: Prepaying college tuition for the upcoming semester may qualify you for education credits, such as the American Opportunity Tax Credit, worth up to $2,500 per eligible student. Be aware of income phase-out ranges for these credits.

Taxes 98

Taxes Medical Consulting Education 98

Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

MainStreet Financial Planning

NOVEMBER 14, 2024

Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives. About Barry W.

Assets 52

Assets Planning Estate Planning CFP 52

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.

Estate Planning 52

Estate Planning Planning Taxes Financial Planner 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Harness Wealth

NOVEMBER 12, 2024

Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs. 529 plans’ tax advantages vary by state, and most states that offer tax benefits have a cap on the amount of contributions receiving the tax deduction.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Nerd's Eye View

SEPTEMBER 3, 2024

In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

MARCH 17, 2024

As financial advisors, it’s our job to educate them and motivate them to act. Second opinion If a prospect doesn’t seem receptive at first because they believe they have everything taken care of as far as estate planning or business succession planning, ask them if they would be willing for you to give them a second opinion for free.

Estate Planning 105

Estate Planning Financial Advisor Clients Education 105

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Are You in the Process of Building Your Estate Plan? And for those with equity compensation in the mix, some extra consideration is required.

Planning 52

Planning Estate Planning Taxes Assets 52

Darrow Wealth Management

MARCH 13, 2025

In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) or putting shares in trust to maintain some control while removing the value from your estate.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Pacifica Wealth

FEBRUARY 9, 2022

In doing so, you maximize the financial education and experience of your friend but avoid giving her carte blanche. Have an estate attorney with experience drafting POAs help you write the language to avoid any ambiguity in the definition of your activating trigger. Use an estate-planning attorney to draft a POA.

Estate Planning 52

Estate Planning Planning Healthcare Medical 52

Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Techniques such as swapping assets with a higher basis out of the estate can help achieve this objective effectively.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

Clever Girl Finance

FEBRUARY 7, 2023

Wealth takes many forms, such as real estate assets , investments, or a financial education to carry forward into the future. What if your parents had the ability to fund your college education? If you have kids or plan to have kids , then you may start to think about how their financial futures will play out.

Education 105

Education Estate Planning Accounting Planning 105

WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. and estate planning can help you discover these.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

WiserAdvisor

FEBRUARY 21, 2023

Educate the elderly on ways to protect and defend themselves Educating the elderly on the warning signs of financial abuse is the first step in eradicating such disputes. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Zoe Financial

DECEMBER 28, 2024

Identity: Adopt the Mindset of Financial Empowerment Stay Educated on Personal Finance Commit to becoming financially literate. Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Integrity Financial Planning

FEBRUARY 10, 2023

While you may be fairly savvy about your investments and wealth management, your family members with less experience will likely need support and education explaining how best to use the money that you are passing down to them. This conversation is the first step to understanding the full estate planning picture.

Estate Planning 95

Estate Planning Communication Financial Planning Education 95

Advisor Perspectives

MARCH 13, 2025

They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool? Most of us associate 529 accounts with college savings.

Estate Planning 52

Estate Planning Education Accounting Assets 52

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family.

Investments 147

Investments Investing Management Retirement 147