Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

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Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

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Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

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Wealth Management

JUNE 12, 2024

Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.

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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. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future. Unfortunately, costly mistakes are all too easy to make.

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Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

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Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

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Carson Wealth

MAY 2, 2024

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

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Wealth Management

FEBRUARY 8, 2024

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

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Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

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Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

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Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

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Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

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Tobias Financial

AUGUST 19, 2024

Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.

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Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.

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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. This statistic illustrates that more Americans should consider estate planning to help ensure their assets transfer quickly to their heirs. Gallop, May 2021.

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NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.

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Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

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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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Wealth Management

JANUARY 11, 2024

Two fellowship participants share their experiences in the estate planning field.

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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 . Craig Lemoine, Ph.D.,

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Validea

JULY 10, 2023

In this episode, we take a high-level look at estate planning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Techniques such as swapping assets with a higher basis out of the estate can help achieve this objective effectively.

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Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

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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

OCTOBER 25, 2023

Consult with an estate planning attorney in your state for specific guidance. Benefits for Blended Families Trust planning can be one of the most powerful avenues for settling your affairs, taking care of your loved ones and carrying out your wishes. Trusts can be a way around that.

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Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

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Abnormal Returns

OCTOBER 14, 2024

riabiz.com) Estate planning Gifting is going to become more important as the TCJA expiration nears. kitces.com) Why it often takes a crisis to prompt movement on an estate plan. (riabiz.com) Dynasty Financial Partners Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)

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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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Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

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NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,

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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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Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

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International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

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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

JANUARY 3, 2024

Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners

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