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Choosing the Right Trustee for Your Estate Plan

Carson Wealth

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

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The Latest In Financial #AdvisorTech (August 2024)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

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

Steve Sanduski

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. Things such as valuation, insurance, storage, and the succession plan.

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Financial Planning for a Divorce

Darrow Wealth Management

Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.

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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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Anchoring Expectations

Brown Advisory

It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? 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. .