Wealth Management

MARCH 13, 2024

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

Estate Planning 119

Estate Planning Planning Clients 119

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 116

Estate Planning Planning Wealth Management Clients 116

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 114

Estate Planning Planning Wealth Management Clients 114

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 119

Estate Planning Planning Distribution Valuation 119

Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 124

Estate Planning Financial Planning Planning 124

Wealth Management

NOVEMBER 3, 2024

Step-by-step guide for better estate plan conversations.

Estate Planning 105

Estate Planning Planning 105

Wealth Management

JANUARY 11, 2024

Two fellowship participants share their experiences in the estate planning field.

Estate Planning 126

Estate Planning Planning 126

Wealth Management

NOVEMBER 19, 2024

Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.

Estate Planning 111

Estate Planning Planning 111

Wealth Management

FEBRUARY 8, 2024

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

Estate Planning 114

Estate Planning Clients Planning 114

Wealth Management

NOVEMBER 10, 2024

A detailed glossary of estate planning terminology.

Estate Planning 98

Estate Planning Planning 98

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 280

Clients Estate Planning Wealth Management Financial Advice 280

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Wealth Management

JUNE 12, 2024

Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.

Estate Planning 105

Estate Planning Planning 105

Abnormal Returns

APRIL 10, 2024

humansvsretirement.com) Estate planning Why you should update your estate plans periodically. obliviousinvestor.com) Estate planning should most importantly include talking about it. wsj.com) Retirement Some reasons to go back to work after retiring.

Estate Planning 263

Estate Planning Retirement Planning Retirement Taxes 263

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 119

Estate Planning Planning 119

Wealth Management

JANUARY 3, 2024

Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners

Estate Planning 122

Estate Planning Planning 122

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.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Abnormal Returns

OCTOBER 14, 2024

riabiz.com) Estate planning Gifting is going to become more important as the TCJA expiration nears. kitces.com) Why it often takes a crisis to prompt movement on an estate plan. (riabiz.com) Dynasty Financial Partners Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)

Estate Planning 280

Estate Planning Financial Planner Wealth Management Retirement 280

Abnormal Returns

OCTOBER 9, 2024

wsj.com) Another reminder that TreasuryDirect is a mess (wsj.com) Estate planning Why it often takes a crisis to prompt movement on an estate plan. kindnessfp.com) Where people without children are passing on their estates. wsj.com) Retirement savings How 401(k) rollovers can reduce your expenses.

Estate Planning 275

Estate Planning Insurance Retirement Financial Planning 275

Abnormal Returns

OCTOBER 23, 2024

rationalwalk.com) How to fix 401(k) plans for the modern workforce. wsj.com) Estate planning Some Boomers are clinging to their wealth too tightly. awealthofcommonsense.com) Every adult needs an estate plan. hs-sites.com) Planning How to plan when serious illness strikes. signaturefd-3437664.hs-sites.com)

Estate Planning 279

Estate Planning Math Retirement Financial Planning 279

Advisor Perspectives

FEBRUARY 17, 2023

There are several ways to include philanthropic giving in your estate plan. Here are five common options.

Estate Planning 105

Estate Planning Planning 105

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 111

Estate Planning Planning 111

Abnormal Returns

AUGUST 16, 2023

thomaskopelman.com) Estate planning Four lessons learned about estate planning from Whitney Houston's will. wealthfoundme.com) Seven steps to building an estate plan. morningstar.com) When to revise your estate plan.

Estate Planning 246

Estate Planning Retirement Planning 246

Abnormal Returns

SEPTEMBER 4, 2024

(morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition.

Estate Planning 265

Estate Planning Retirement Tax Planning Planning 265

Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

Estate Planning 110

Estate Planning Financial Advisor Planning 110

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 105

Estate Planning Planning 105

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 105

Estate Planning Planning Clients 105

Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

Estate Planning 104

Estate Planning Financial Advisor Planning 104

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 119

Estate Planning Planning Clients 119

Wealth Management

JUNE 24, 2024

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

Estate Planning 97

Estate Planning Numbers Planning Retirement 97

Wealth Management

SEPTEMBER 7, 2023

Twenty points to help ensure your clients' legacies stay on track.

Estate Planning 130

Estate Planning Clients Planning 130

Wealth Management

NOVEMBER 10, 2023

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

Debt Management 128

Debt Management Estate Planning Management Planning 128

Abnormal Returns

JUNE 5, 2024

beyond-wealth.com) How estate planning for blended families can go wrong. (rogersplanning.blogspot.com) Personal finance Ten financial rules of thumb you don't need to follow including ' Never Take a Loan From Your 401(k).' morningstar.com) Is playing the credit card rewards game worth the time and effort?

Estate Planning 299

Estate Planning Retirement Planning Taxes 299

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 190

Estate Planning Distribution Assets Planning 190

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

Abnormal Returns

AUGUST 23, 2023

(papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246