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This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Essential estateplanning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estateplanning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estatetaxplanning.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estateplanning purposes. Parents often want to ensure their children have the resources to pursue their potential and lead fulfilling lives. Read More.
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
podcasts.apple.com) Taxes A year-end taxplanning checklist. kindnessfp.com) How to think about taxes in early retirement. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estateplan.
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estateplanning.
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
Irrevocable trusts lie at the heart of a variety of estateplanning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estatetax purposes with more structure than an outright gift. the assets' original owner).
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. It just needs to be given to a qualified 501(c)(3).
riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estateplanning module. thinkadvisor.com) A year-end taxplanning checklist. (standarddeviationspod.com) The biz Fidelity is crushing it. riabiz.com) What is the target market for MAGA-centric Strive Wealth Management?
As December unfolds, it’s easy to overlook year-end taxplanning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
humansvsretirement.com) Estateplanning Why you should update your estateplans periodically. obliviousinvestor.com) Estateplanning should most importantly include talking about it. cntraveller.com) How Social Security fits within your retirement plan. That doesn't mean they are easy to hold.
nytimes.com) Taxes in retirement only get more complicated. cameronhuddleston.com) Five ways to simplify your estateplan. (sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher.
Integrated is launching the new insurance business largely due to recent changes in tax and estateplanning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estateplanning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)
One of the most important decisions you’ll make when designing your estateplan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your EstatePlan appeared first on Carson Wealth.
Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estateplanning and tax advice exclusively for Gold members.
obliviousinvestor.com) Estateplanning Changing an estateplan takes time. wealthmanagement.com) Do your clients have a digital estateplan? thinkadvisor.com) How tax treatment differs across states for 529-to-Roth IRA rollovers. thinkadvisor.com) How to research a Social Security question.
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estateplanning and acquisition strategies.
morningstar.com) Early in retirement is the time to do some taxplanning. nextavenue.org) Estateplanning Mistakes to avoid in your estateplanning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition.
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." apolloacademy.com) Taxes Some things to know about doing a QCD. humbledollar.com) Lessons learned from Warren Buffett's approach to estateplanning. tonyisola.com) How to get more money into a 529 account.
Understand the basics first, and then create an estateplan. Wills and trusts are both important estateplanning tools with important differences. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Unfortunately, costly mistakes are all too easy to make.
(apolloacademy.com) How higher property taxes would help unlock the housing market. nextavenue.org) Lessons learned from Warren Buffett's estateplanning, including 'Tell your kids you are proud of them.' msn.com) Aging Spending more money doesn't necessarily make for a more fulfilling retirement.
humbledollar.com) Gold is not taxed like stocks and bonds. beyond-wealth.com) How estateplanning for blended families can go wrong. (humansvsretirement.com) Jonathan Clements and Peter Mallouk talk about the challenges of raising money savvy children. ofdollarsanddata.com) How to superfund a 529 account.
Estateplanning 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 estateplan is necessary because you’re not rich enough to warrant one.
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