Wealth Management

MARCH 13, 2023

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Charitable Planning 89

Charitable Planning Assets Retirement Planning 89

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 187

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 187

MainStreet Financial Planning

DECEMBER 19, 2022

Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Donate appreciated assets instead of cash. Bunch donations.

Charitable Planning 52

Charitable Planning Taxes Financial Planning Assets 52

Envision Wealth Planning

MARCH 2, 2022

Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans. I believe everyone should have an estate plan that reflects one’s current values.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

James Hendries

NOVEMBER 26, 2022

Those appreciated assets can be donated directly to charity without you or the charity incurring capital gains taxes (consult your tax professional to be sure). If you have any questions or need help mapping out your Charitable Plan, set an appointment to discuss with your financial professional. Donating Stock.

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52

eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. As our company has grown, so has our support team. We engage with our clients every day on what matters to them.

Education 103

Education Financial Planning Clients Planning 103

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.

Planning 52

Planning Taxes Assets Clients 52