Emerging Estate Planning Topics and Trends to Follow
Wealth Management
JANUARY 3, 2024
Concepts and techniques that have been gathering momentum.
topic Estate Planning Related Topics 
Master the Family Meeting for Estate Planning Success
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.”
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How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
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.
Top Estate Planning Resources for Financial Planners
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. Gain More Insight into a Sensitive Topic. 1 Death Over Dinner.
3 Celebrity Estate Planning Slipups Clients Can Learn From
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.
Why Do I Need an Estate Planning Attorney?
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 Tips for Blended Families: 3 Areas Where Advisors Can Help
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.
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.
Increasing Financial Planning Efficiency With A Systematized Annual Process
Nerd's Eye View
NOVEMBER 21, 2022
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.
Adviser links: a fundamental misalignment
Abnormal Returns
MAY 8, 2023
kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. kitces.com) How personality traits affect estate planning decisions. Podcasts Michael Kitces talks with Jake Northrup, Founder of Experience Your Wealth, about scaling his practice.
How Advisors Can Help (Not-So HNW) Clients Maximize Asset Protection By Assessing Strategies, Tools, And Education
Nerd's Eye View
SEPTEMBER 6, 2023
While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.
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Helping Aging Parents Manage and Protect Their Finances
Carson Wealth
APRIL 4, 2024
Approaching the Conversation If you’re hesitant to broach the topic of money with your parents, you’re certainly not alone. They can even help to mediate some of the tougher topics you are hesitant to bring up with your parents. Let’s discuss a few of them.
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End of Life Planning
MainStreet Financial Planning
APRIL 15, 2024
The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.
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What happens if a client passes away without a legacy plan?
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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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed
Nerd's Eye View
DECEMBER 26, 2022
As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). and inflation levels not seen in several decades.
Protecting the Family Legacy—How to Plan with Prenuptial Agreements
Brown Advisory
OCTOBER 12, 2023
Obviously, none of us relish the prospect of developing a financial strategy to protect ourselves from a loved one, but it remains an extremely important step in many prudent multigenerational plans. Here, we’ll offer a few introductory thoughts on this awkward, unromantic and very important topic.
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Financial Planning That Helps Clients Weather Disasters
eMoney Advisor
DECEMBER 6, 2022
Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning. We’ll also share our research on this important topic.
Preparing for the CFP Exam: Effective Tips and Strategies for Success
International College of Financial Planning
JULY 10, 2023
The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Take time to review the exam blueprint and syllabus to gain clarity on the topics and domains covered. Consider your schedule, strengths, and weaknesses while creating the plan.
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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
Arun Thukral, New CFP Framework is different from other financial courses as it focuses on the practical aspects of financial planning. CFP course covers topics such as investment planning, retirement planning, estate planning, and tax planning. What new CFP course cover?
Three Considerations If You Are Thinking to Cancel Your Life Insurance Policy
MainStreet Financial Planning
JULY 7, 2023
Here are three things to consider as you explore this topic in your own family. Business continuity: If you own a business, life insurance can be utilized to ensure its continuity by providing funds for succession planning, settling business debts, or compensating for the loss of a key person in the organization.
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Understanding the Four Phases of Your Retirement Budget Strategy
Integrity Financial Planning
NOVEMBER 20, 2023
The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. 1] By now, your medical situation is likely very different than it was when you were 50, so it can be important to adjust your plan for medical expenses as well.
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Protecting the Family Legacy—How to Plan with Prenuptial Agreements
Brown Advisory
JULY 28, 2022
While it may be a touchy topic, there are reasonable intentions for wanting to protect your children’s inheritance. 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. MORE ON THIS TOPIC.
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Stage Four: Leaving a Legacy In the final phase of the financial planning lifecycle, which is also known as the wealth transfer stage, your clients will be preparing to pass on any remaining wealth to their loved ones and/or charities in a tax-efficient way.
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
International College of Financial Planning
JULY 30, 2022
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. The Certified Financial Planner course is the perfect course to achieve all topics related to finance. By paying for CFP services, you strengthen your overall financial plan.
The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.
Understanding the Four Phases of Your Retirement Budget Strategy
Integrity Financial Planning
NOVEMBER 20, 2023
The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. 1] By now, your medical situation is likely very different than it was when you were 50, so it can be important to adjust your plan for medical expenses as well.
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Wealth Accumulation: A Step By Step Guide
Clever Girl Finance
AUGUST 22, 2022
Have a will and estate plan. While it’s not a fun topic, having a will and estate plan can help your family navigate during a difficult time once you’re gone. While it’s not a fun topic, having a will and estate plan can help your family navigate during a difficult time once you’re gone.
What You learn in Risk Analysis Under CFP Certification
International College of Financial Planning
JULY 20, 2022
Risk analysis is one of the most important topics to understand when pursuing a career in finance. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world. However, there are much more to it than that. Risk Analysis and its procedures.
Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?
International College of Financial Planning
MAY 29, 2023
The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.
Accounting Advisory Services: A Comprehensive Guide for CPAs
Harness Wealth
OCTOBER 23, 2023
Specialized areas can include estate planning and tax-efficient investment strategies. Estate Planning: Specialized advice on optimizing tax benefits through estate planning can include strategies for reducing estate taxes, setting up trusts, and optimizing asset distribution among heirs or other beneficiaries.
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A Guide to the 4 Types of Tax Preparers
Harness Wealth
FEBRUARY 20, 2024
The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures. Specialized services: Tax advisors provide tailored advice for unique situations including estate planning, property tax, international taxes, and industry-specific taxes.
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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Curriculum and Course Structure The curriculum of the Integrated Diploma in Wealth Management program is designed to provide students with a comprehensive understanding of wealth management.
How to Redirect Fee Conversations to Value Propositions
Indigo Marketing Agency
JULY 27, 2023
Proactively Address Fees Rather than waiting for clients to bring up the topic of fees, take the initiative to address them head-on. It can be off-putting to many prospective clients if advisors avoid the topic of fees or wait for the client to ask first.
Blended Family Finances: What to Consider When Getting Remarried
Carson Wealth
AUGUST 3, 2023
Estate Planning When creating an estate plan for a blended family, it’s best to get rid of old documents and start fresh. Have discussions with your partner early around these topics so that you can put a plan in place that satisfies your goals for taking care of your expanded family.
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Attorneys play a critical role in the financial planning process, particularly in estate planning. In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Specialized financial planning designations are as plentiful as stars in the sky.
Sound Strategies for Crafting Your Retirement Investment Portfolio
Fortune Financial
SEPTEMBER 29, 2022
You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game. Our topic today will cover aspects to consider when crafting your retirement plan and what to do to catch up if you are behind in saving for retirement. .
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When to Work with a Financial Advisor
Carson Wealth
SEPTEMBER 19, 2022
They can provide advice on a variety of topics, such as: Cash flow management. Credit planning. Retirement planning. Estate planning. Having proper estate planning documents can ensure our assets pass where, when and how we want them to. Saving for big purchases. Wealth management.
Hurricane and Natural Disaster Preparedness
Your Richest Life
OCTOBER 1, 2022
On the topic of finances, don’t forget your important documents. Estate planning documents. And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. Keep these photos somewhere secure, and make sure you have both physical and digital copies. .
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Chalk Talk – Parenting Aging Parents
MainStreet Financial Planning
AUGUST 8, 2022
Some of the topics we’ll discuss: Look At Your Family Dynamic. They’ve learned to balance the many facets of parenting aging parents, including medical, financial, and everyday-life decisions, emotional rollercoasters, protecting their parents from scams, and more, all while parenting their college-age kids, and building their careers.
How Guest Expert Articles Can Help You Get More Clients
Indigo Marketing Agency
AUGUST 25, 2021
Depending on your niche or client needs, you could bring on any of the following experts: Divorce lawyer Estate planning attorney Mortgage broker Real estate agent Your options are pretty much endless. Then you share it with both of your networks so prospects can learn more about both of you and your areas of expertise.
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How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief
Carson Wealth
JUNE 29, 2022
There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Your Estate Plan and Picking Powers of Attorney. At the minimum, share: .
Benefits of Pursuing a Certified Financial Planner Course
International College of Financial Planning
MAY 6, 2022
You must complete a CFP Board-approved program that includes at least six college-level courses in financial planning topics. These courses must cover investments, taxes, retirement, estate planning, and risk management. The exam is comprehensive that tests your knowledge of financial planning topics.
Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Let’s review both of these in more depth: Financial Advisor A financial advisor helps you plan for your financial future by advising clients on investments, retirement planning, estate planning, insurance policies, tax strategies, and more.
The Ultimate Guide to State Residency and Tax Planning for Startup Founders and Remote Tech Employees
Harness Wealth
JANUARY 24, 2023
Maryland is the only state that imposes both estate and inheritance taxes. all the way up to 20%, and can apply to estates with assets as low as $1 million. Because of all this, strong estate planning can be a major tax saver down the line, and it’s important to pick a state that will do the least damage to your wallet.
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