Estate Planning Related Topics 
Integrity Financial Planning
AUGUST 28, 2022
Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax.
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? Your Legacy Estate Plannin
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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. What Documents Do You Need for Estate Planning? . How to Prepare Estate Plan Documents .
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. What Is Estate Planning? When Do You Need an Estate Plan?
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Wealth Management
JANUARY 24, 2023
Four thought leaders provide their insights into the future of the modern estate-planning practice
James Hendries
OCTOBER 11, 2022
Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. An estate plan may not be all you need to help ensure your assets transfer quickly.
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.
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? How We See It Estate Planning halloween
Wealth Management
JANUARY 3, 2023
Here’s a sample letter encouraging clients to formulate commitments for 2023
Wealth Management
JANUARY 9, 2023
What issues and developments are attorneys encountering as we head into 2023
Wealth Management
JANUARY 10, 2023
Alan Gassman details the concrete steps he's taking toward inclusion
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. Estate Planning Financial Planning
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. Podcast Estate Planning Retirement
Pacifica Wealth
FEBRUARY 9, 2022
Remember, each state has a pre-determined plan for your assets that they will use unless you provide other instructions. A Will tells the state that you have a better plan for the distribution of your assets and that they need to distribute your assets according to your plan.
Wealth Management
NOVEMBER 28, 2022
Individuals with a net worth over $5 million are now more at risk than they have been in decades
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.
Wealth Management
DECEMBER 14, 2022
Martin Shenkman shares his thoughts
Wealth Management
NOVEMBER 23, 2022
Moving beyond the comfort zone into the stretch zone
Park Place Financial
SEPTEMBER 8, 2022
ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While estate planning is relatively uncomplicated, uncertainty with some aspects of the process has generated misunderstandings about what it involves.
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. Estates
Wealth Management
AUGUST 31, 2022
Mental health challenges are now the norm among employees across all organizational levels
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.
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. Podcast estate estate documents Estate Planning
Pacifica Wealth
FEBRUARY 9, 2022
A Healthcare POA should also be part of your estate toolbox. Have an estate attorney with experience drafting POAs help you write the language to avoid any ambiguity in the definition of your activating trigger. Use an estate-planning attorney to draft a POA.
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. . Estate Planning Uncategorized estate planning
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.
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? 2022 Wills and Estate Planning Study.”
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.
Wealth Management
AUGUST 29, 2022
How to stave off unexpected consequences
Wealth Management
JANUARY 24, 2023
Get help recognizing and diagnosing potential issues
Tobias Financial
JANUARY 25, 2023
She will address innovative ideas regarding today’s most important tax and estate planning issues.
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. . What About Your Parents’ Estate Plan?
Fintoo
DECEMBER 28, 2022
As the problem of inflation has been causing a ruckus for every common man’s budgeting plan of action, the concept of new investments […]. The post A Beginners Guide To Fractional Real Estate Investing appeared first on Fintoo Blog.
Wealth Management
AUGUST 29, 2022
Addressing long-terms needs can be a challenge
Integrity Financial Planning
SEPTEMBER 6, 2022
It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can greatly help your family, so consider creating a comprehensive estate plan. Not Updating Your Estate Plan . Blog Estate Planning
Wealth Management
AUGUST 29, 2022
Integrating financial capital requires a holistic perspective
Yardley Wealth Management
JANUARY 18, 2022
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. List your financial assets in detail (investment and bank accounts, retirement plans, etc.).
MainStreet Financial Planning
AUGUST 8, 2022
The MainStreet Financial Planning Discussion Club. The post Chalk Talk – Parenting Aging Parents appeared first on MainStreet Financial Planning. Chalk Talk Estate Planning Financial Goals Financial Wellness Retirement Webinars“MainStreet Chalk Talk”.
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.,
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