Wealth Management

MARCH 13, 2024

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

Estate Planning 117

Estate Planning Planning Clients 117

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.

Estate Planning 103

Estate Planning Planning 103

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.

Estate Planning 102

Estate Planning Clients Planning 102

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.

Estate Planning 75

Estate Planning Planning Assets 75

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. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

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.

Estate Planning 116

Estate Planning Planning 116

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.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

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.

Estate Planning 59

Estate Planning Planning Assets 59

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.

Estate Planning 40

Estate Planning Planning Management 40

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!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Wealth Management

JANUARY 11, 2024

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

Estate Planning 123

Estate Planning Planning 123

Carson Wealth

SEPTEMBER 27, 2023

But life insurance can benefit your financial planning in many other ways. For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. 1,2 Some states have an estate tax as well, and they may have a lower threshold for when the tax applies.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

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.

Estate Planning 59

Estate Planning Planning Distribution Accounting 59

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.

Estate Planning 98

Estate Planning Planning Medical Assets 98

Carson Wealth

OCTOBER 25, 2023

It’s a multipurpose planning tool that delivers a surprisingly wide range of benefits beyond potential federal estate tax strategy. Trusts and wealth planning can work together for a healthy future for your child or family member. Consult with an estate planning attorney in your state for specific guidance.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

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.

Estate Planning 52

Estate Planning Planning Taxes Financial Planner 52

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.

Estate Planning 69

Estate Planning Planning Distribution Financial Advisor 69

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.

Estate Planning 52

Estate Planning Planning Clients 52

Wealth Management

JANUARY 3, 2024

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

Estate Planning 117

Estate Planning Planning 117

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.,

Estate Planning 52

Estate Planning Planning Retirement Planning Financial Planner 52

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.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Advisor Perspectives

FEBRUARY 17, 2023

There are several ways to include philanthropic giving in your estate plan. Here are five common options.

Estate Planning 105

Estate Planning Planning 105

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.

Estate Planning 102

Estate Planning Planning Clients 102

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

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

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.

Estate Planning 52

Estate Planning Planning Accounting Assets 52

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,

Estate Planning 92

Estate Planning Retirement Clients Planning 92

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.

Estate Planning 52

Estate Planning Planning Financial Advisor Wealth Advisor 52

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.

Estate Planning 116

Estate Planning Planning Clients 116

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 106

Estate Planning Financial Advisor Planning Taxes 106

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? Your in-depth knowledge of family dynamics and the overall financial plan puts you in a unique position to help facilitate a family meeting.

Estate Planning 75

Estate Planning Planning Education Clients 75

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.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

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. .

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 52

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 .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 103

Estate Planning Planning Taxes Clients 103

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.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

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.

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

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.

Estate Planning 40

Estate Planning Planning 40