The Danger of Declining Estate Planning
Wealth Management
MARCH 18, 2024
Estate planning is far more than a legal formality for business owners, art collectors and aging clients.
This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.
Wealth Management
MARCH 18, 2024
Estate planning is far more than a legal formality for business owners, art collectors and aging clients.
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
MARCH 13, 2024
Will you be there to help clients with wills, trusts and estate planning needs?
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.
Advertisement
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
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.
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.
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.
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.
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.
Wealth Management
JANUARY 11, 2024
Two fellowship participants share their experiences in the estate planning field.
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!
Advisor Perspectives
MARCH 5, 2024
No two clients are alike, and neither are their estate planning needs. Download this list of questions that go beneath the surface, allowing you to understand your clients’ wishes for their wealth to secure their legacies.
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%.
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.
Wealth Management
JANUARY 3, 2024
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
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.
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.
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.
Advisor Perspectives
FEBRUARY 17, 2023
There are several ways to include philanthropic giving in your estate plan. Here are five common options.
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.,
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.
Wealth Management
FEBRUARY 5, 2024
For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.
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.
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.
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,
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
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.
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
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.”
NAIFA Advisor Today
FEBRUARY 5, 2024
In an ever-evolving landscape of personal finance and estate planning, staying ahead of the latest trends and legislative changes is paramount for professionals in the field.
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.
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. .
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 .
Carson Wealth
OCTOBER 13, 2023
Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. The post Why Estate Planning Matters for Everyone appeared first on Carson Wealth.
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.
Wealth Management
MARCH 10, 2023
Helping improve your clients' estate plans can ensure their financial wellness for generations to come.
Financial Symmetry
JULY 10, 2023
Today we’re shedding some sunlight on a somewhat gloomy topic: estate planning. Estate law attorney, Adam Tarsitano, joins me to discuss how you can improve your estate plan.
Advisor Perspectives
JUNE 1, 2023
Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Stay informed and proactive to help clients meet their estate planning goals.
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.
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.
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
Abnormal Returns
FEBRUARY 19, 2024
obliviousinvestor.com) Estate planning Changing an estate plan takes time. wealthmanagement.com) Do your clients have a digital estate plan? (ofdollarsanddata.com) Social security Spousal claiming strategies for Social Security are nuanced. thinkadvisor.com) How to research a Social Security question.
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 .
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content