Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser.

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Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

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Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.

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WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. in their work endeavors.

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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. Gifting Other than transferring assets after death, the other primary way to transfer wealth is to gift portions of your estate during your lifetime.

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Nationwide Financial

MARCH 6, 2023

Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. In 2026, the current larger exemption will be reduced from $12,920,000 in 2023 to about $6 million per person ($5 million per person adjusted for inflation).

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The Big Picture

JUNE 22, 2024

Income from the licensing deal with UMG for the rest of the world will similarly go to Sony when that deal expires in 2026 or 2027, at which point SME will become the worldwide distributor and owner of all content.” And with total control of all the assets comes power. ” – Hits Daily Double I don’t really care.

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WiserAdvisor

DECEMBER 29, 2023

The challenge lies not only in amassing wealth but also in the practical preservation and transfer of assets across generations. But estate tax can eat into this wealth and leave the next generation with a smaller nest egg. Estate planning for wealthy families during a market dip Estate planning can be an expensive affair.

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Carson Wealth

MARCH 6, 2025

If its been some time since you established your estate plan, you may want to think about giving it a review. After all, you dont want your loved ones blowing the dust off your original plan years from now only to discover that you havent accounted for all the changes along the way. How will this affect your overall plan?

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Harness Wealth

JANUARY 28, 2025

For individuals with investments in assets such as stocks, real estate, and other securities, changes in the capital gains taxespecially long-term capital gainswill be particularly relevant. Assets held for over one year, however, are subject to more favorable long-term capital gains tax rates. Starting at $1,500 per year.

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Harness Wealth

MAY 2, 2025

Allianz surveyed 1,000 adults with at least $150,000 in investable assets or a certain level of annual household income ($50,000 single or $75,000 married/partnered). Making those adjustments now prevents big changes later in the year to try and catch up and avoid paying in 2026. Schedule an introduction today.

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