Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. 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. matts-newsletter-7a3f46.beehiiv.com)

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Estate Planning Wealth Management Recruitment Startup 178

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Get death certificates.

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Estate Planning Distribution Valuation Taxes 87

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. non-attorney).

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Estate Planning Distribution Taxes Wealth Management 80

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning. How to Enroll in CFP® Classes at ICOFP?

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Financial Advisor Certified Financial Planner CFP Certification 52

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Be prepared with a long-term financial plan to weather the ups and downs of any market,” concluded Garry. ABOUT YARDLEY WEALTH MANAGEMENT, LLC AND FOUNDER MICHAEL GARRY.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Darrow Wealth Management

APRIL 25, 2023

While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare for the death of a spouse. Here’s a financial planning checklist for surviving spouses. Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes.

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Estate Planning Taxes Accounting Retirement 73