Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. Contrary to what their name might suggest, flexibility can even be built into irrevocable trusts.

Estate Planning 219

Estate Planning Planning Taxes Clients 219

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%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 178

Estate Planning Wealth Management Recruitment Startup 178

Abnormal Returns

MAY 8, 2023

kitces.com) How personality traits affect estate planning decisions. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. investmentnews.com)

Wealth Management 215

Wealth Management Estate Planning Taxes Valuation 215

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 52

Estate Planning Planning Taxes Financial Advisor 52

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." Come meet the team in Austin on June 12-14th.

Wealth Management 182

Wealth Management Financial Advising Estate Planning Banking 182

Carson Wealth

DECEMBER 8, 2023

The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.

Planning 143

Planning Retirement Planning Taxes Insurance 143