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Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie

Steve Sanduski

Including collectibles in estate planning to avoid family disputes. Things such as valuation, insurance, storage, and the succession plan. How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles.

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Selling a Business? Brokers Share Tips on How to Maximize the Sale Price

Darrow Wealth Management

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

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Financial Planning for a Divorce

Darrow Wealth Management

You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. ” Even if all sides agree on the shares to include in the marital assets, valuation can be a challenge if the company is private. Get a new estate plan. This is a really important step.

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An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry. There are less than 2000 people in India who have qualified CFP. As the saying goes CFPs don’t have to hunt for jobs as jobs hunt for them.

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Let’s review both of these in more depth: Financial Advisor A financial advisor helps you plan for your financial future by advising clients on investments, retirement planning, estate planning, insurance policies, tax strategies, and more. When looking for a financial advisor, ensure they’re certified.

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Building Your Ideal Business Succession Plan

Carson Wealth

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind.

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3 Celebrity Estate Planning Slipups Clients Can Learn From

eMoney Advisor

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.