Pacifica Wealth
FEBRUARY 17, 2022
Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. 1) Organ donor. available now on Amazon.
Nerd's Eye View
NOVEMBER 29, 2022
We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)
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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. Discuss your estate plan in detail with your attorney. Since a trust is different from a will, many individuals need both.
Sara Grillo
MAY 10, 2024
My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions.
Carson Wealth
APRIL 4, 2024
Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) I suggest putting together a folio file that you can store somewhere that is both safe and easy to access.
Harness Wealth
FEBRUARY 20, 2024
CPAs are licensed by state boards of accountancy in the state where they practice. Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.
International College of Financial Planning
JULY 30, 2022
Those interested in learning more about their financial future, such as retirement saving, estate planning, and philanthropic giving, often sought out CFP. By paying for CFP services, you strengthen your overall financial plan. They help their clients develop a plan for achieving their goals.
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