Carson Wealth

OCTOBER 25, 2023

Consult with an estate planning attorney in your state for specific guidance. Benefits for Blended Families Trust planning can be one of the most powerful avenues for settling your affairs, taking care of your loved ones and carrying out your wishes. Trusts can be a way around that.

Estate Planning 104

Estate Planning Planning Assets Taxes 104

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception.

Estate Planning 67

Estate Planning Planning Distribution Financial Advisor 67

Nerd's Eye View

FEBRUARY 15, 2023

For advisors who recommend HSA-maximizing strategies, then, it’s important to consider the risks of the account owner being unable to use up their funds and to plan for potential ways to quickly draw down the account in the event the HSA owner will not outlive their HSA funds.

Distribution 246

Distribution Taxes Medical Accounting 246

Carson Wealth

NOVEMBER 5, 2022

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 in Your 20s . Craig Lemoine, Ph.D.,

Estate Planning 52

Estate Planning Planning Retirement Planning Insurance 52

Carson Wealth

FEBRUARY 8, 2023

On a basic level, if you have an estate plan, you control who will receive your property upon your death. An estate plan can also protect you in the event of an unforeseen life-altering medical emergency. Most Americans need an estate plan of some kind, and most Americans don’t have one.

Estate Planning 52

Estate Planning Planning Financial Advisor Wealth Advisor 52

Carson Wealth

JANUARY 3, 2023

Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 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

Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. Navigate Family Estate Planning with Park Place Financial .

Estate Planning 52

Estate Planning Planning Certified Financial Planner Medical 52

Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Taxes 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

Tobias Financial

APRIL 26, 2022

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . To register for the event in person, email: ljacquett@cfbroward.org .

Estate Planning 52

Estate Planning Planning Financial Advisor Taxes 52

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship. What do these numbers tell us?

Taxes 52

Taxes Clients Planning Estate Planning 52

Tobias Financial

JANUARY 25, 2023

She will address innovative ideas regarding today’s most important tax and estate planning issues. The event is created to benefit professional advisors who aim to better serve their clients. The location is: Community Foundation of Broward, 910 East Las Olas Blvd, Second Floor, Fort Lauderdale.

Estate Planning 52

Estate Planning Planning Financial Advisor Taxes 52

Pacifica Wealth

FEBRUARY 9, 2022

A Springing POA “springs” into existence only after a specified event occurs. You choose the triggering event; it can be almost anything but most people choose disability or incapacitation as their trigger. Select one day a year to review all of your estate documents and put it on your calendar—then keep the appointment.

Estate Planning 52

Estate Planning Planning Healthcare Medical 52

Carson Wealth

JUNE 29, 2022

There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Your Estate Plan and Picking Powers of Attorney. At the minimum, share: .

Estate Planning 52

Estate Planning Planning Communication Healthcare 52

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. This makes managing your financial affairs much easier in the event of death, incapacitation, or even a long trip overseas.

Assets 98

Assets Estate Planning Distribution Taxes 98

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. For average earners or those with modest-sized estates, doing so will not create a federal estate tax event for their estate or inheritors.

Planning 52

Planning Estate Planning Taxes Assets 52

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan. Economies and markets fluctuate.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. In addition, these views may not be relied upon as investment advice.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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

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

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Park Place Financial

APRIL 11, 2022

ESTATES 7 Life Events That Require Trust and Will Reviews Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. A living trust or a will ensures that your estate is passed to your children, grandchildren, or other beneficiaries. However, you may need to occasionally update this plan during your lifetime.

Estate Planning 40

Estate Planning Planning Assets Accounting 40

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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

Clever Girl Finance

AUGUST 22, 2022

An emergency fund is for those unexpected life events that can eat into your bank account. The best way to make sure these unexpected events don’t chip away at your hard-earned cash is to prepare before it even happens. You can also take out life insurance, which can help protect your family financially in the event of your death.

Wealth Accumulation 105

Wealth Accumulation Budgeting Estate Planning Insurance 105

Carson Wealth

DECEMBER 8, 2022

Debt is what you owe to any creditor, and assets include the value of all of your bank, brokerage, investment and crypto accounts, real estate holdings, and high-ticket vehicles like jets, boats and luxury cars. Revisit Your Estate Plan. It’s always a good idea to take a fresh look at your estate plan on an annual basis.

Estate Planning 98

Estate Planning Budgeting Financial Advisor Risk Tolerance 98

WiserAdvisor

MARCH 13, 2024

By spreading your investments across different investment classes, geographical regions, and market sectors, you can reduce the impact of adverse market events on your portfolio’s overall performance. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 96

Management Wealth Management Wealth Advisor Taxes 96

MainStreet Financial Planning

JUNE 13, 2023

Also, your employer may offer an opportunity to contribute to a Healthcare FSA, Dependent Care FSA and HSA, these plans allow you to make pre-tax contributions and use the money for eligible expenses tax-free. Get your estate plan in order. Name a guardian for your child in the event something unexpected happens to you.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

Zajac Group

MARCH 11, 2025

This tool is particularly useful for employees and executives with overly large positions of company stock who would like to avoid selling their shares currently and triggering a taxable event (which may result in hefty capital gains). Typically, exchange funds are invested to maximize after-tax returns and mitigate taxable events.

Taxes 52

Taxes Portfolio Investments Investing 52

Good Financial Cents

MARCH 30, 2023

Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Limitation of exposure to estate taxes , as part of a proper estate planning process. FYI- the initial trustee is almost always (99.99%) the grantor/settlor of that trust.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90