James Hendries

JUNE 16, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place.

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eMoney Advisor

NOVEMBER 17, 2022

You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. The good news is that there are many helpful resources for anyone who needs to assist in estate planning discussions. We’ve gathered six of our favorites, plus a few bonus items. #1

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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? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”

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Carson Wealth

JANUARY 3, 2023

Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

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eMoney Advisor

NOVEMBER 10, 2022

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.

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Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

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eMoney Advisor

MARCH 7, 2023

Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

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Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

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Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

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Abnormal Returns

JANUARY 22, 2024

open.spotify.com) Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. standarddeviationspod.com) Retirement How to put retirement income guardrails in place.

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Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Hire an Estate Planning Attorney For most people creating a will, hiring an estate planning attorney makes the most sense. It’s important to find an attorney who specializes in estate planning. What About a Trust?

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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. A trust is just one part of an estate plan.

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Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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WiserAdvisor

MARCH 13, 2024

Therefore, incorporating long-term care planning into your retirement strategy is crucial to ensure that you are prepared for potential future care needs and can afford the necessary support services. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.

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NAIFA Advisor Today

FEBRUARY 15, 2023

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner.

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Darrow Wealth Management

APRIL 25, 2023

In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. You may want to give that Rolex to a nephew as a sentimental gesture, but always consult with your attorney before doing so. But not everything needs to get done today.

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Nerd's Eye View

JULY 25, 2022

Along with, in partnership with our Consulting Consortium partner Craig Iskowitz of the Ezra Group, a new “Integration Score” to make it easier for advisors to understand how well various AdvisorTech tools actually integrate with other software solutions!

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Million Dollar Round Table (MDRT)

APRIL 20, 2023

But at least 80 percent of instances of abuse still go unreported, said Blum, who serves on the board of directors for the National Committee for the Prevention of Elder Abuse and consults for the Fiduciary Abuse Specialist Teams in multiple counties in California. There is an evident change in the client’s personality.

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Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset.

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Nationwide Financial

AUGUST 16, 2022

Financial professionals understand the value of estate planning, but starting that conversation and inspiring clients to take action can be challenging. A 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor. Estate equalization.

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eMoney Advisor

DECEMBER 6, 2022

After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you. We’ll role-play an estate planning scenario to offer insight into how to apply counseling techniques in your practice. Sources: 1.

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eMoney Advisor

APRIL 4, 2023

Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estate planning.

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Carson Wealth

DECEMBER 18, 2022

Trusts are often used to simplify and coordinate estate planning. A testamentary trust is created at death, generally through estate planning documents. Consider this example: Jamie (80) is worried about his daughter’s compulsive spending. Craig Lemoine, Ph.D., The grantor will retitle or gift assets into the trust.

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James Hendries

FEBRUARY 23, 2023

A business estate plan- Businesses generally are illiquid, which can create problems for heirs or business partners if the business transfers to probate. When a business owner dies, liquidation must occur, which can be difficult without an estate plan. To help manage the estate and gift taxes.

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Clever Girl Finance

JANUARY 22, 2024

It is wise to take several weeks, or even a few months, to think about your options before making plans for the money. Consult with professionals for your windfall finance planning During the waiting period, consult with a certified financial planner , a financial advisor, and/or a CPA to determine what to do concerning taxes.

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Good Financial Cents

MARCH 30, 2023

Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Limitation of exposure to estate taxes , as part of a proper estate planning process. FYI- the initial trustee is almost always (99.99%) the grantor/settlor of that trust.

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Harness Wealth

DECEMBER 8, 2022

Estate planning. The end of the year is a common time to take stock of your long term estate planning. The end of the year is a good time to evaluate your estate plan and determine if it still meets your needs or if it needs to be adjusted or added to based on the three areas outlined. at the federal level.

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Park Place Financial

APRIL 11, 2022

ESTATES 7 Life Events That Require Trust and Will Reviews Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. A living trust or a will ensures that your estate is passed to your children, grandchildren, or other beneficiaries. However, you may need to occasionally update this plan during your lifetime.

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Walkner Condon Financial Advisors

APRIL 6, 2022

With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. . – Clint Walkner. Note: We are not CPAs.

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WiserAdvisor

FEBRUARY 21, 2023

Elder financial planning can help eliminate some common issues faced by older people. If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. can take advantage of a situation and misuse the client’s estate.

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WiserAdvisor

JANUARY 10, 2023

New Year’s financial resolutions vary based on one’s financial situation and future goals, and can be anything from getting your finances in order, saving more for retirement, improving your credit score, to building an emergency fund, paying off your debts, creating an estate plan, and more. Draft a foolproof estate plan.

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Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Please consult with a qualified professional for this type of advice.

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Harness Wealth

FEBRUARY 20, 2024

In the United States, a tax advisor, sometimes called a tax consultant, is a broad term that is used to apply to a financial expert with advanced knowledge of tax accounting and law. Tax Court and the need for attorney-client privilege Advice on which business entity to select (LLC, C Corporation, S Corporation, etc.)

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James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. For this reason, you must consult a tax professional in each country for the latest tax laws. You must consult financial, tax, and legal professionals to pass assets without economic consequences to heirs.

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