Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

Estate Planning

Wealth Management

JULY 2, 2025

Their public records, LinkedIn activity, financial documents and digital behavior are already synthesized into a secure, adaptive client profile—before they finish typing their name. What would normally require a lengthy back-and-forth of data entry, PDF uploads, manual reviews, and e-signature coordination becomes near-instant.

Wealth Management

Wealth Management

JUNE 25, 2025

Document Management: Microsoft 365/OneDrive JY: We did a big overhaul after buying the business. We created a whole new system, very similar to a clean folder management structure, just so we could find documents easily and make it very intuitive. It was a total brain dump, and you couldn’t find anything anywhere.

Wealth Management

Harness Wealth

JULY 31, 2025

These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing. The impending TCJA sunset in 2026 necessitates immediate planning , particularly for high-net-worth clients who may face significant changes in tax treatment, and estate planning options.

Taxes

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.

Planning

Workable Wealth

NOVEMBER 11, 2020

Prepare Your Estate Planning Documents People have a laundry list of reasons to avoid estate planning. In fact, in the wake of the pandemic, many are re-evaluating their documents to ensure everything’s up to date. Someone with no debt or dependents doesn’t need the added monthly expense.

Estate Planning

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

Wealth Management

Harness Wealth

APRIL 17, 2025

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes

MainStreet Financial Planning

JUNE 17, 2025

Organize and Update Key Documents Summer is also a great time to review the paperwork side of your financial life. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents.

Financial Planning

The Big Picture

JULY 16, 2025

It shouldn’t be just something you think about when you’re at your estate attorney and you’re signing a document and that’s the last you see of it. You mentioned donor-advised funds, uh, philanthropy when it comes to both financial and estate planning. Exactly that.

Retirement

Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

Tax Planning

Harness Wealth

MARCH 6, 2025

Incomplete tax documentation: Waiting for essential tax documents, such as W-2s, 1099s, or other forms, is a common reason to file for a tax extension. As well as being complicated to complete, K-1 forms are often issued later than other tax documents, frequently compelling filers to seek tax extensions.

Taxes

Inside Information

JANUARY 31, 2025

Depending on a firms tech strategy, she wrote, advisors may have to log in to the CRM, custodian, portfolio accounting, planning software, tax planning software, estate planning software, social security maximizer software, etc.,

Risk Tolerance

Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. Are my estate documents—POA, will, trust—current and goal-aligned? Do I have a clear plan for RMDs and potential Roth conversions?

Retirement Planning

Steve Sanduski

APRIL 8, 2025

Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning. ’ So they read it and they document it, they model it into the financial planning software, how it’s going to work when shares are coming in over time. Do you have an estate plan?

Communication

Harness Wealth

JULY 14, 2025

For long-term estate planning, Section 2032A offers special valuation rules for farmland, which can ease the burden of estate taxes. The specific structure chosen should align with the investor’s overall tax and estate planning goals. A tax professional can help ensure proper documentation to avoid this.

Taxes

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.

Estate Planning

Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Including collectibles in estate planning to avoid family disputes. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments.

Financial Planning

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Are You in the Process of Building Your Estate Plan? And for those with equity compensation in the mix, some extra consideration is required.

Planning

Yardley Wealth Management

DECEMBER 24, 2024

Create a “Finance Detective’s Journal”: Track unexpected money drains (those sneaky auto-renewals) Document your financial “aha!” You might be surprised to find your daily coffee isn’t the culprit – it’s often the unused subscriptions playing hide and seek with your bank account.

Planning

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. The mechanics of recharacterization required careful documentation through IRS Form 8606 , along with coordination between financial institutions handling the movement of funds.

Taxes

Carson Wealth

MAY 7, 2025

The IRS recommends keeping any tax documentation for at least three years after your filing date. You should consider the counsel of an experienced estate planning professional before implementing such strategies. Unqualified Charities The IRS will only allow you to take tax deductions for donations to qualified charities.

Compliance

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor

Harness Wealth

FEBRUARY 4, 2025

Step-Up in Basis (Estate Planning for Alternative Investments): When heirs inherit alternative investments, the cost basis is ‘stepped up’ to the fair market value at the time of the original owner’s death, eliminating any unrealized capital gains. What tax forms do alternative investments require?

Taxes

Carson Wealth

MARCH 6, 2025

Whats less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change. If its been some time since you established your estate plan, you may want to think about giving it a review. How will this affect your overall plan? million.

Estate Planning

Wealth Management

JUNE 11, 2025

Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.

Estate Planning

Financial Symmetry

APRIL 28, 2025

When it comes to estate planning, there are many pieces to ensure that your heirs and loved ones are taken care of and have a clear understanding of your wishes. Any estate planning professional would tell you that the more you do while you are still living, the better.

Estate Planning

Harness Wealth

JANUARY 28, 2025

In the realm of estate planning, the Lifetime Gift and Estate Tax Exemption is set for a substantial decrease in 2026, reverting to approximately $7 millionunless Congress intervenes. Proper documentation of losses can help reduce taxable income and avoid overpayment. What are the changes to 529 plans in 2025?

Taxes

The Big Picture

APRIL 8, 2025

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. You guys offer the full suite of services. 00:26:17 [Speaker Changed] Absolutely.

Asset Allocation

WiserAdvisor

JULY 21, 2025

Plus, Roth IRAs are often favored for estate planning as they offer more flexible withdrawal rules for your beneficiaries. You may also have to submit some documentation, such as a Letter of Acceptance (LOA) and basic identity proofs. You might also need to inform your new 401(k) or IRA provider.

Retirement

MainStreet Financial Planning

NOVEMBER 14, 2024

Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives. Topics we’ll cover include: 1. About Barry W.

Assets

Harness Wealth

JULY 31, 2025

In less than two years, estate planning regulations will undergo a seismic shift. The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. million from federal estate taxes, with married couples enjoying a combined exemption of $27.22

Estate Planning

Yardley Wealth Management

SEPTEMBER 3, 2024

Mike Garry : Financial advisor, CFP®️, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. Therefore, having a realistic and comprehensive business plan is crucial. Hosts Madison Demora : Podcast producer and co-host.

Business Planning

Discipline Funds

DECEMBER 29, 2024

Estate Planning Do you have a trust and will? Double check your retirement plan and insurance beneficiaries. For taxable accounts that dont have a corresponding estate plan consider changing the account to a transfer on death account to create the functional equivalent of a beneficiary. You dont need it!

Financial Planning

Nerd's Eye View

MARCH 5, 2025

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process.

Estate Planning

Yardley Wealth Management

DECEMBER 10, 2024

Consider Estate Planning Estate planning is an essential component of retirement planning, especially for single women. Seek Professional Advice Navigating the complexities of retirement planning can be challenging, especially for single women.

Retirement Planning

Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. A strong system to manage documents is very important. First, look for topics that relate to your target audience’s money worries and goals. Promote your webinars and workshops in different ways.

Financial Advisor