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.
Celebrity Estates: Steve Locksin on Len Bias and NIL Deals in Estate Planning
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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Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
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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Perfect Storm of Estate Planning Challenges
Wealth Management
MARCH 13, 2024
Will you be there to help clients with wills, trusts and estate planning needs?
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Solving for the Broken Estate Planning Client Experience
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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Debt Management in Estate Planning
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
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Revocable Living Trusts as part of an Estate Plan
Carson Wealth
MAY 15, 2024
Our latest webinar , Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. The post Revocable Living Trusts as part of an Estate Plan appeared first on Carson Wealth. Wealth Planner Tom Fridrich is now available for viewing on-demand.
Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning
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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6 Items to Put on Your Estate Plan Checklist
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!
6 Important Components of Estate Planning
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.
6 Things You Should Know to Create a Robust Estate Plan
WiserAdvisor
APRIL 19, 2024
While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.
The Benefits & Purpose of a Trust in Estate Planning
Carson Wealth
OCTOBER 25, 2023
The trustee then holds and manages those trust assets for the benefit of one or more beneficiaries. Managing assets requires time and patience. A trustee can manage your assets for you and your loved ones if and when that time comes. Consult with an estate planning attorney in your state for specific guidance.
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Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later
Wealth Management
JANUARY 11, 2024
Two fellowship participants share their experiences in the estate planning field.
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The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
Adviser links: helping clients feel secure
Abnormal Returns
FEBRUARY 19, 2024
standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. obliviousinvestor.com) Estate planning Changing an estate plan takes time.
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Estate Planning Strategy: Leveraging CFP® Certification Expertise
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.
Helping Aging Parents Manage and Protect Their Finances
Carson Wealth
APRIL 4, 2024
Once cognition or health is impaired, things can become far more difficult for everyone to manage. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) Begin by emphasizing that you are there for them and that you will follow their lead.
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Who Needs Estate Planning?
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.,
5 Homeowner Estate Planning Tips to Consider
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.
T&E Quiz: How Well Do You Know the Latest Trusts and Estate Planning Developments?
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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How to Create an Estate Plan
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.
What Estate Plan Documents Do I Need?
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. .
The Tip of the Iceberg: Estate Planning and Stolen Art
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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Tax Experts Discuss Estate-Planning Considerations for Financial Advisors
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
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Estate Planning in this Economic Climate
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 .
Adviser links: a reliable support system
Abnormal Returns
MARCH 4, 2024
Retirement JP Morgan Asset Management's 'Guide to Retirement.' advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. fa-mag.com) Alts Should RIAs recommend funds managed by their PE-backers? riabiz.com) Estate planning is growing in importance for advisers.
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Estate Planning for Impulsive Entrepreneurs
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.
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Estate Planning Tips for Blended Families: 3 Areas Where Advisors Can Help
eMoney Advisor
MARCH 7, 2023
Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. 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.
Six Reasons Tax Season Should Also Be Estate Planning Season
Wealth Management
MARCH 10, 2023
Helping improve your clients' estate plans can ensure their financial wellness for generations to come.
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Estate Planning: A Key Part of Any Financial Plan
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.
Family Estate Planning: The 6 Essentials
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 .
Estate Planning Strategies For High-Net-Worth Individuals
WiserAdvisor
JUNE 6, 2023
High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. in their work endeavors.
Celebrity Estates Replay: Pat Bowlen and Creating an Estate Plan Before Being Forced Out
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.
The Latest In Financial #AdvisorTech (February 2024)
Nerd's Eye View
FEBRUARY 5, 2024
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Future of Estate Planning
Wealth Management
JANUARY 24, 2023
Four thought leaders provide their insights into the future of the modern estate-planning practice.
The Latest In Financial #AdvisorTech (August 2023)
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning 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' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
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Adviser links: referral-worthy advice
Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. matts-newsletter-7a3f46.beehiiv.com)
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Personal finance links: the myths of aging
Abnormal Returns
AUGUST 23, 2023
(papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.
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Blended Families, Remarriages and Estate Planning
Wealth Management
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
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Client Estate Plan Review Checklist
Wealth Management
SEPTEMBER 7, 2023
Twenty points to help ensure your clients' legacies stay on track.
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What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
Adviser links: acquiring talent
Abnormal Returns
JANUARY 22, 2024
kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. riaintel.com) How to write a client newsletter.
Heirs Should Participate in Clients’ Estate Planning
Wealth Management
APRIL 8, 2024
It may produce better outcomes.
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T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
Wealth Management
JANUARY 24, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
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