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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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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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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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

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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. The location is: Community Foundation of Broward, 910 East Las Olas Blvd, Second Floor, Fort Lauderdale.

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WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. and estate planning can help you discover these.

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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. . To register for the event in person, email: ljacquett@cfbroward.org .

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Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

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Park Place Financial

APRIL 11, 2022

ESTATES 7 Life Events That Require Trust and Will Reviews Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. A living trust or a will ensures that your estate is passed to your children, grandchildren, or other beneficiaries. However, you may need to occasionally update this plan during your lifetime.

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AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

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Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. A trust is just one part of an estate plan.

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Tobias Financial

JANUARY 7, 2024

The Professional Advisors Council is a distinguished group of tax and estate attorneys, accountants, and financial advisors who recognize the integral role philanthropy plays in estate planning. Marianela’s involvement with the PAC spans several years.

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Nerd's Eye View

FEBRUARY 15, 2023

For advisors who recommend HSA-maximizing strategies, then, it’s important to consider the risks of the account owner being unable to use up their funds and to plan for potential ways to quickly draw down the account in the event the HSA owner will not outlive their HSA funds.

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NAIFA Advisor Today

SEPTEMBER 28, 2023

You need to act now before you miss out on this amazing event. The one-day schedule includes multiple networking breaks where you can build relationships with leading financial, estate planning law, accounting, technology, and performance coaching professionals. NAIFA's Apex East is nearly sold out.

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Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. In addition, these views may not be relied upon as investment advice.

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Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

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WiserAdvisor

MARCH 13, 2024

By spreading your investments across different investment classes, geographical regions, and market sectors, you can reduce the impact of adverse market events on your portfolio’s overall performance. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.

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Nationwide Financial

JANUARY 31, 2023

Let’s face it, estate planning is a topic that many clients aren’t exactly eager to address. Some don’t fully understand what estate planning is or understand why estate planning is important. When we talk about estate planning, we’re referring to the basic elements of a will and possibly trusts.

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WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.

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Brown Advisory

OCTOBER 12, 2023

establish that a spouse is not entitled to any support in the event of a divorce) or may set forth the terms of that support based on the length of the marriage. Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other.

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Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

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Brown Advisory

FEBRUARY 3, 2022

Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition. Estate planning fundamentals.

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MainStreet Financial Planning

JUNE 13, 2023

Also, your employer may offer an opportunity to contribute to a Healthcare FSA, Dependent Care FSA and HSA, these plans allow you to make pre-tax contributions and use the money for eligible expenses tax-free. Get your estate plan in order. Name a guardian for your child in the event something unexpected happens to you.

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Darrow Wealth Management

APRIL 25, 2023

In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here. But not everything needs to get done today.

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Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

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Harness Wealth

DECEMBER 8, 2022

Did you have a liquidity event in 2022? A financial or tax adviser can help you identify ways to capture that loss so you can offset gains from your liquidity event. Estate planning. The end of the year is a common time to take stock of your long term estate planning. Max out your retirement contributions.

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Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset.

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. Goals often change when the realm of what’s possible expands.

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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., The grantor will retitle or gift assets into the trust.

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James Hendries

FEBRUARY 23, 2023

Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help plan for future and unexpected events. A financial plan is a road map of what the business is trying to achieve in the short and long term. To help manage the estate and gift taxes.

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Clever Girl Finance

AUGUST 22, 2022

An emergency fund is for those unexpected life events that can eat into your bank account. The best way to make sure these unexpected events don’t chip away at your hard-earned cash is to prepare before it even happens. You can also take out life insurance, which can help protect your family financially in the event of your death.

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MainStreet Financial Planning

OCTOBER 3, 2023

What kind of estate planning should single mothers do? Every parent should have a current estate plan which includes: A Will – This describes who is the beneficiary of their assets, an executor who would wrap up their affairs, and most importantly, a guardian who would care for their child if they weren’t around.

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MainStreet Financial Planning

JULY 7, 2023

Some common answers we hear: Financial support for dependents: If you have loved ones who rely on your income, life insurance can provide financial support to replace your lost income in the event of your death.

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Good Financial Cents

MARCH 30, 2023

Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Limitation of exposure to estate taxes , as part of a proper estate planning process. FYI- the initial trustee is almost always (99.99%) the grantor/settlor of that trust.

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Yardley Wealth Management

SEPTEMBER 24, 2021

“If history is any evidence, the market will continue to rise (and fall) after current world events have resolved. Be prepared with a long-term financial plan to weather the ups and downs of any market,” concluded Garry. The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC.

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International College of Financial Planning

MARCH 11, 2023

Benefits of Financial Planning: Financial planning offers numerous benefits, including: Financial planning assists in accomplishing financial objectives by enabling individuals to create a realistic financial roadmap, save and invest in a methodical way, and track their progress toward their goals.

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