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 reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).

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Advisor Perspectives

SEPTEMBER 17, 2024

The term “Complexity Curve” refers to the growing intricacies that come with managing the wealth of high-net-worth individuals. This includes everything from business ownership and large qualified plans to complex estate planning issues.

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FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). How Can Financial Advisor Websites Optimize for AEO?

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Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

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Good Financial Cents

MARCH 30, 2023

The person establishing the trust—generally referred to as the grantor—transfers all of his/her assets so that the trust itself is the owner, not the individual. Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Law Firm, LLC. Simplicity and Flexibility.

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Diamond Consultants

FEBRUARY 11, 2025

Supported RIAs are commonly (and loosely) referred to by an array of different names, such as Platform RIAs, Service Providers, Outsourced Solutions, Tuck-ins, Aggregators, and Roll-upsamong others. For the purpose of this article, we will refer to all of these as Supported RIAs.

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Nationwide Financial

JANUARY 27, 2023

Legacy planning is a great example. We use the term “legacy planning” because it includes more than just basic estate planning. This refers to the client’s intentions to continue working with you, invest additional assets with you, and refer you to friends and family.

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Nationwide Financial

JANUARY 31, 2023

Let’s face it, estate planning is a topic that many clients aren’t exactly eager to address. Some don’t fully understand what estate planning is or understand why estate planning is important. When we talk about estate planning, we’re referring to the basic elements of a will and possibly trusts.

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

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Clever Girl Finance

FEBRUARY 7, 2023

However, I'm specifically referring to the financial resources that you are able to leave behind. Wealth takes many forms, such as real estate assets , investments, or a financial education to carry forward into the future. Create an estate plan An estate plan is absolutely essential to securing an easy transition of your assets.

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Carson Wealth

DECEMBER 18, 2022

Trusts are often used to simplify and coordinate estate planning. A testamentary trust is created at death, generally through estate planning documents. Consider this example: Jamie (80) is worried about his daughter’s compulsive spending. Craig Lemoine, Ph.D., The grantor will retitle or gift assets into the trust.

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Harness Wealth

FEBRUARY 4, 2025

Step-Up in Basis (Estate Planning for Alternative Investments): When heirs inherit alternative investments, the cost basis is ‘stepped up’ to the fair market value at the time of the original owner’s death, eliminating any unrealized capital gains. Starting at $1,500 per year. What are alts?

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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?

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Walkner Condon Financial Advisors

APRIL 6, 2022

To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.” 401(k), 403(b), 457 employer-sponsored retirement plans and pensions. Tax-deferred annuities.

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Steve Sanduski

SEPTEMBER 17, 2024

On today’s show, Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services that address both the technical and emotional aspects of wealth, executing on client promises, tax and estate planning, and building a world-class team.

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Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. This program can encourage your clients to refer others. You can think about offering rewards for people who refer others to you. It is nice to show gratitude to clients who refer others.

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eMoney Advisor

FEBRUARY 9, 2023

Stage Four: Leaving a Legacy In the final phase of the financial planning lifecycle, which is also known as the wealth transfer stage, your clients will be preparing to pass on any remaining wealth to their loved ones and/or charities in a tax-efficient way.

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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.

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Diamond Consultants

JULY 16, 2024

Common examples of such ancillary services include trust and estate planning, tax advisory, concierge/UHNW services, bill-pay, specialty financing, bespoke alternative and private investments, and many more. If your niche is divorcees, you likely need a strong bench of attorneys to refer business to. Have a “thing.”

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Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. Further estate planning objectives. Consider speaking with an attorney to evaluate estate planning opportunities.

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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.

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Harness Wealth

OCTOBER 23, 2023

Specialized areas can include estate planning and tax-efficient investment strategies. Estate Planning: Specialized advice on optimizing tax benefits through estate planning can include strategies for reducing estate taxes, setting up trusts, and optimizing asset distribution among heirs or other beneficiaries.

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WiserAdvisor

DECEMBER 29, 2023

This article will explore the complex process of wealth transfer and help you understand how billionaires avoid estate taxes during market declines so you can create a suitable estate plan for yourself. Estate planning for wealthy families during a market dip Estate planning can be an expensive affair.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. For example, estate planning to help ensure you have proper protections in place Incorporating charitable goals These are just a few examples.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. For example, estate planning to help ensure you have proper protections in place Incorporating charitable goals These are just a few examples.

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Harness Wealth

MARCH 6, 2025

Strategic tax planning: Complex financial situations, such as evaluating investment options, calculating business deductions , or engaging in trust and estate planning, can benefit greatly from the additional time a tax extension offers, particularly for high-net-worth individuals. You will receive a confirmation number.

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Carson Wealth

DECEMBER 13, 2022

When we phrase a process as “managing family wealth” or “managing client wealth,” we are generally referring to considering current income, legacy and philanthropic goals of a client’s portfolio. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

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Harness Wealth

FEBRUARY 20, 2024

Non-credentialed Tax Preparer Non-credentialed tax preparers, sometimes generally referred to as tax professionals, vary widely in their backgrounds and expertise but lack the advanced education and licensing of credentialed tax professionals. They may also help clients who were granted stock options or RSUs by their employer.

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Carson Wealth

FEBRUARY 11, 2025

Municipal bonds are sometimes referred to as tax-exempt bonds because the interest earned on them is often (but not always) exempt from federal income taxes and sometimes from state and local taxes as well. Estate Planning for Tax Efficiency An essential aspect of estate planning is structuring your gifts to minimize tax liabilities.

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Brown Advisory

OCTOBER 16, 2017

If you gift a low-basis asset to a beneficiary who eventually sells it, the capital gains tax he or she incurs could offset or even outweigh the estate tax savings achieved by gifting the asset in the first place.

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Brown Advisory

OCTOBER 16, 2017

If you gift a low-basis asset to a beneficiary who eventually sells it, the capital gains tax he or she incurs could offset or even outweigh the estate tax savings achieved by gifting the asset in the first place.

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Taxes Assets Estate Planning Valuation 52

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. and Financial Planning for Estate Planning.

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Harness Wealth

FEBRUARY 13, 2023

Aside from actual tax returns, a tax advisor can help you make tax advantaged decisions in key areas like retirement, estate planning, investment management, charitable giving, and small business planning. They’ll work with you to model different exercise and sale scenarios so that you can understand the outcome of each option.

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Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Financial Advisor .

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WiserAdvisor

JANUARY 27, 2023

Rebalancing refers to the process of realigning the portfolio’s asset allocation to reflect your current financial goals, risk appetite, and needs. Compounding essentially refers to reinvesting your profits to generate even more earnings. Most alternative investments make for excellent estate planning tools.

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AdvisorPR

OCTOBER 28, 2020

Advisors often solely consider complementary service providers as their only ‘referable’ sources; however, the list of potential referral partners is actually quite expansive. Estate Planning Attorneys. The same could be said about a referral from a trusted source to your financial advisory firm. Tax Preparers.

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