This site uses cookies to improve your experience. 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. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
After all, it can feel odd to create an estateplan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! Young advisors may feel – and face – an extra burden to prove their expertise to clients.
Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks.
Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it.
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it.
This month's edition kicks off with the news that estateplanning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estateplanning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estateplanning (..)
Verify that the information is accurate and that all your credit cards, store accounts, and loans are properly listed. Review Your EstatePlanning Documents Take some time to review the key documents in your estateplan, such as your will, power of attorney, and property deeds.
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
The post Expert Insights: EstatePlanning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estateplanning and wealth management services, visit yardleywealth.net and yardleyestate.net.
Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estateplan. Why Focus on EstatePlanning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.
In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)
This month's edition kicks off with the news that VRGL (pronounced “Virgil”) has raised a $15M Series A round to scale up its tool that can scan investment account statements and automatically extract the available information about their holdings to analyze the prospect’s performance, risk, diversification, fees, and taxes, with (..)
And if they’re unprepared—or worse, if the family estateplanning 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 estateplan.”
A George Washington University magna cum laude graduate with a BBA degree in Finance and International Business, Louis’s resume includes roles at Ernst & Young, Morgan Stanley and UBS.
By planning for the unexpected, you can be confident that your family is prepared to weather any storms. Create a Will and EstatePlanEstateplanning allows you to outline precisely how your assets should be distributed and how your children should be provided for if you’re no longer there.
They consider your current financial situation, risk tolerance, and future objectives to help develop a comprehensive plan. This personalized approach can help you make financial decisions that are well-informed and strategically sound. link] Mike Gruidel is a non-producing affiliate of Cetera Advisor Networks, LLC.
EstatesEstatePlanning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estateplanning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .
These events may affect your investment approach, tax planning strategies, insurance needs, and estateplanning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances. It is for information and planning purposes only.
Estateplanning is a critical component of a successful financial strategy. Whether you’ve been putting off your estateplan 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.
Touring campuses under expert guidance empowers families to make confident, informed choices," said Christine Chu, an IvyWise counselor and former assistant director of admissions at Yale and Georgetown Universities, in a press release. It will even look for places with free parking and complimentary breakfasts if that’s your thing.
Provisions of the SECURE Act may require advisors to revisit estateplans 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 estateplanning goals.
The post Including Pets in Your EstatePlan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your EstatePlan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.
The Imperative of EstatePlanning: Not Just for the Affluent Often, there’s a prevailing misconception that estateplanning is a luxury reserved for the wealthy elite. Real estateplanning is a crucial undertaking that every adult and family should prioritize.
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
In this case, you can speak with your estateplanning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) or putting shares in trust to maintain some control while removing the value from your estate.
While a financial plan focuses on managing your finances during your lifetime, an estateplan is essential for determining the fate of your assets after you pass away. Estateplanning involves the transfer of your assets to your heirs in the event of your passing.
The answer largely depends on your financial situation, but understanding the value these professionals bring can help you make an informed decision. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.
Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estateplanning, and other topics. Update Your EstatePlan Help ensure your legacy is protected by maintaining an up-to-date estateplan. Zoe Financial does not provide legal advice.
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. EstatePlanning : Ensuring your wealth is passed on according to your wishes.
Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your EstatePlanning The end of the year can also be a practical time to take stock of your long-term estateplanning.
Train yourself mentally to understand that and then relay that information to the client. That’s when you become a true professional because you’re solving problems that your clients don’t even know they have.
Assessing Their Financial Situation Your first task should be gathering information about all of your parents’ financial accounts and holdings. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estateplanning documents (wills, trusts, etc.)
Many times, someone claiming to be from a well-known tech company may tell the individual that there is a problem with their computer or device and offer to fix it for a fee, take out crucial information in the process, and use it against the older adult. can take advantage of a situation and misuse the client’s estate.
Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.
The Symposium is an event for professionals dedicated to philanthropy, estateplanning, and charitable giving. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. The event is held from 8:00 a.m. to 11:00 a.m.
Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making. Without a clear understanding of where money goes, it can be difficult to plan effectively. Identifying expenses makes it easier to make informed choices that align with financial priorities.
AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources. AI prioritizes information from reputable sources secure media mentions in trusted finance publications and news sites. How Can Financial Advisors Adapt to AI-Powered Search Engines?
While we do not provide legal advice, we can help you understand how these documents may fit into a broader financial or estateplan. If you have questions or would like to learn more about how to integrate these tools into your family’s planning, we’re here to help. It is for information and planning purposes only.
Start EstatePlanning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success. Financial professionals should stress the importance of getting an early start with estateplanning. Spectrem Group.
If you’re working with a CPA for your taxes or have an estateplanning attorney, consider asking them for a recommendation also. But before moving forward with a fiduciary investment advisor, consider looking them up for background information, disciplinary actions, etc.
A financial advisor can help you estimate your life expectancy and use this information to design a portfolio that provides sufficient income for your lifetime. A financial advisor can help you with estateplanning and preparing for your legacy goals Life is ever-changing, and estateplanning becomes even more crucial during retirement.
For more information about RD’s Total Lawn, visit rdtotallawn.com or find them on Facebook, Instagram, and YouTube. To learn more about Yardley Wealth Management and Yardley EstatePlanning, visit yardleywealth.net and yardleyestate.net. “We conduct business professionally,” Dittes explains.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
243 
Let's personalize your content