eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

Estate Planning 75

Estate Planning Planning Education Clients 75

Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

Estate Planning 52

Estate Planning Planning Wealth Management Insurance 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

International College of Financial Planning

JULY 20, 2022

Identification of life, medical, householders, auto and other property and liability risk exposures. Medical insurance. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. Risk Analysis and its procedures.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

Clever Girl Finance

SEPTEMBER 7, 2023

Look for: car repairs and maintenance, medical expenses, home maintenance, membership renewal, seasonal utility increases, vehicle registration renewal, back to school supplies and field trips, tax preparation fees. Healthcare Medical expenses are a critical consideration for every family budget.

Budgeting 98

Budgeting Transportation Medical Insurance 98

WiserAdvisor

NOVEMBER 4, 2022

Therefore, it is vital for couples to communicate and make decisions together on financial matters. Plan your finances for when you have kids: If you plan to have children, your expenses will drastically increase. The medical costs alone can be high. Financial planning for dual-income families is not all that complicated.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Sara Grillo

JULY 8, 2022

Yesterday it was early retirement projections for a corporate executive, tomorrow it’s a call with a planner to review a client’s estate plan. We spend about 12 hours reviewing and updating an established client’s plan each year, but I’m only responsible for about 4.5 hours of it.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. Similarly excluded from gift tax, though not limited by amount, are direct payments of medical or tuition expenses.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

NOVEMBER 12, 2015

Consider making direct gifts for education and medical expenses. We encourage you to speak with your team at Brown Advisory, who can help tailor your portfolio and your estate planning strategies to your particular circumstances. . Circular 230 Compliance Statement.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

MAY 4, 2020

. // CASE STUDY #2 client: NATIONAL HEALTH ADVOCACY ORGANIZATION challenge: DONOR DEVELOPMENT/PLANNED GIVING PROGRAM SUPPORT BACKGROUND Our client is a national organization that advocates for and supports those who suffer from a specific medical condition.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: DONOR DEVELOPMENT/PLANNED GIVING PROGRAM SUPPORT. . Our client is a national organization that advocates for and supports those who suffer from a specific medical condition. . // CASE STUDY #2. client: NATIONAL HEALTH ADVOCACY ORGANIZATION. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Continue annual gifting plans through annual exclusions, tuitions or medical expenses. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

Sara Grillo

APRIL 11, 2022

RICK FERRI, CFA: Well, there’s a lot of steps to it. Do I need a Quadra or this or that?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Carson Wealth

JUNE 29, 2022

There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Your Estate Plan and Picking Powers of Attorney.

Estate Planning 52

Estate Planning Planning Communication Healthcare 52

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. This makes asset protection a significant concern. in their work endeavors.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

Brown Advisory

JUNE 2, 2016

Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. You might think that after all that time, it gets easier to receive a call from a client with news of a grave medical condition.

Taxes 52

Taxes Assets Clients Tax Planning 52

Brown Advisory

JUNE 16, 2016

The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estate plan if your estate exceeds the applicable estate tax exemption (currently $5.45

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

JUNE 11, 2024

Well, I mean, if you get yourself outta the profession, profession, you need a medical condition, right? You were doing some estate planning and other legal services. And so I am very focused on who these people are, what is their attitude, how do they communicate and all of those things. That’s right.

Planning 159

Planning Clients Investments Investing 159

Brown Advisory

NOVEMBER 19, 2016

Consider making direct gifts for education and medical expenses. In addition to making annual exclusion gifts, donors can make “direct gifts” for the educational and medical needs of their children or grandchildren without generating gift taxes. The transactions are designed not to generate gift or estate taxes.

Planning 52

Planning Taxes Distribution Clients 52