Advisor Perspectives

FEBRUARY 17, 2023

There are several ways to include philanthropic giving in your estate plan. Here are five common options.

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Carson Wealth

NOVEMBER 28, 2022

Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. But many people feel like estate planning happens when you’re older, and that’s a misconception.

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Carson Wealth

NOVEMBER 5, 2022

Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning? Estate Planning in Your 20s . No one wants to talk about dying.

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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

FEBRUARY 8, 2023

On a basic level, if you have an estate plan, you control who will receive your property upon your death. An estate plan can also protect you in the event of an unforeseen life-altering medical emergency. Most Americans need an estate plan of some kind, and most Americans don’t have one.

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Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

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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

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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Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

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eMoney Advisor

OCTOBER 20, 2022

Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not alone. You know that incorporating estate planning into a client’s overall plan can be valuable. 91 Percent Want Estate Plan Advice.

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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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Wealth Management

DECEMBER 19, 2022

His unique estate plan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.

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Financial Symmetry

OCTOBER 31, 2022

After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” The post Your New Estate Plan: Trick or Treat? You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to … Continued.

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Financial Symmetry

OCTOBER 31, 2022

After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” The post Estate Planning Tales from the Crypt, Ep #176 appeared first on Financial Symmetry, Inc. You discover Frankenstein and Elvira, PLLC through a popular search engine.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. Navigate Family Estate Planning with Park Place Financial .

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Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. available now on Amazon.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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Wealth Management

JANUARY 24, 2023

Four thought leaders provide their insights into the future of the modern estate-planning practice.

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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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Wealth Management

MAY 30, 2023

DLOM can significantly impact the value of a privately held company.

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Financial Symmetry

MAY 30, 2022

? Do you have an estate plan? Was it prepared by an estate planning professional? The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc. Is it up to date? If you answered “no” to any of these questions, you need to listen to this episode.

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Tobias Financial

FEBRUARY 22, 2023

Marianela and Joshua will come together to discuss some of the best practices of estate planning and the benefits of appropriate planning from a legal and financial perspective.

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Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

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Pacifica Wealth

FEBRUARY 9, 2022

Otherwise, I suggest using an estate-planning attorney. The post Your Essential Estate Plan Toolbox: A Will first appeared on Pacifica Wealth Advisors. If you state doesn’t offer this, you can get by with a packaged software program to help you create your Will. A Will should cost somewhere between $250 and $750.

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Tobias Financial

JANUARY 25, 2023

She will address innovative ideas regarding today’s most important tax and estate planning issues. The event is created to benefit professional advisors who aim to better serve their clients.

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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. At the minimum, share: .

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Wealth Management

AUGUST 5, 2022

If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.

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Wealth Management

NOVEMBER 28, 2022

Individuals with a net worth over $5 million are now more at risk than they have been in decades.

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Pacifica Wealth

FEBRUARY 9, 2022

Have an estate attorney with experience drafting POAs help you write the language to avoid any ambiguity in the definition of your activating trigger. As with any estate planning document, make sure you review it regularly—at least annually and immediately following a major life change or transition. How much should it cost?

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Tobias Financial

APRIL 26, 2022

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . She will address innovative ideas regarding today’s most important tax and estate planning issues.

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Wealth Management

JANUARY 9, 2023

What issues and developments are attorneys encountering as we head into 2023?

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Wealth Management

JANUARY 10, 2023

Alan Gassman details the concrete steps he's taking toward inclusion.

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Wealth Management

AUGUST 31, 2022

Mental health challenges are now the norm among employees across all organizational levels.

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Wealth Management

MAY 22, 2023

Possibilities and challenges.

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Abnormal Returns

MAY 22, 2023

citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? (riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth.

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