Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Planning can tackle everything from beneficiary designations and estate tax to life insurance and planning for potential probate. Hire an Estate Planning Attorney For most people creating a will, hiring an estate planning attorney makes the most sense.

Estate Planning 142

Estate Planning Planning Assets Taxes 142

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 (..)

Estate Planning 207

Estate Planning Wealth Management Financial Advisor Planning 207

The Big Picture

OCTOBER 13, 2023

These three prominent real estate firms are backing away from the management cesspool that has severely damaged the National Association of Realtors (NAR) brand. real estate agents and brokers will drop out of NAR membership. Lousy behavior tends to expand when an organization perceives itself as irreplaceable.

Numbers 283

Numbers Sales Management Marketing 283

Abnormal Returns

JULY 3, 2023

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. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 181

Estate Planning Wealth Management Recruitment Startup 181

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 109

Estate Planning Planning 109

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. kindnessfp.com) Trusts, 101. (financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement. creativeplanning.com) Morgan Housel talks about the spectrum of wealth.

Estate Planning 232

Estate Planning Retirement Planning Numbers 232

Nerd's Eye View

JANUARY 31, 2024

As a non-person entity, the T-CRUT is not subject to the 10-Year Rule and can be designated as the IRA beneficiary while naming the original non-spouse beneficiary as an income recipient of the trust and a charitable organization as the remainder beneficiary. Second is that the CRUT is testamentary (i.e., Read More.

Financial Advisor 222

Financial Advisor Estate Planning Nonprofit Financial Planner 222

Wealth Management

JANUARY 8, 2024

When the end of a monetary tightening cycle is near, real estate investment trusts outperform. Pierzak, senior vice president of research for the National Association of Real Estate Investment Trusts. All signs indicate positive returns will continue in 2024, argues Edward F.

Investing 90

Investing Investments 90

Nerd's Eye View

FEBRUARY 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 211

Estate Planning Financial Planning Planning Wealth Management 211

Wealth Management

MARCH 13, 2024

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

Estate Planning 114

Estate Planning Planning Clients 114

Wealth Management

OCTOBER 3, 2023

life insurers are likely to avoid fallout from their exposure to the commercial real estate sector, according to a new Fitch Ratings report. Investor requests for withdrawals from Blackstone Real Estate Income Trust have slowed down in recent months, reported Bloomberg.

Insurance 115

Insurance 115

Abnormal Returns

JANUARY 17, 2024

evidenceinvestor.com) Frazer Rice talks with Jenny Rozelle about the roles and responsibilities in trust and estate documents. (peterlazaroff.com) Robin Powell talks retirement planning with Justin King author of "The Retirement Café Handbook: Nine Accelerators for a Successful Retirement."

Retirement 196

Retirement Retirement Planning Insurance Education 196

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) Many financial institutions are asking for trusted contacts to help manage their relationship with customers. Involve other family members or a trusted family friend in the process.

Management 137

Management Healthcare Medical Estate Planning 137

Good Financial Cents

MARCH 30, 2023

The concept of a family trust —also known as a revocable living trust—isn’t very well understood by many people. The differences between a trust and a simple will , for instance, are frequently confused. I don’t want to discourage you from setting up a family trust, but it’s not a requirement in every situation.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111

Clever Girl Finance

JANUARY 9, 2024

A living trust gives your estate direction, ensuring your loved ones handle it as you wish. Trusts can also help seamlessly pass the trust’s assets to your heirs by avoiding probate court. While trusts seem confusing and complex, they aren’t as complicated as they sound. What is the point of a living trust?

Estate Planning 59

Estate Planning Distribution Assets Accounting 59

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 230

Estate Planning Media Clients Wealth Management 230

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

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

Wealth Management

DECEMBER 20, 2023

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Estate Planning 110

Estate Planning Planning Distribution 110

Trade Brains

DECEMBER 1, 2023

According to a 2015 preliminary survey conducted by the Slum Rehabilitation Authority (SRA), only nine private land owners and trusts own about 19.4%, or nearly 1/5th, of Greater Mumbai. While we were focused on stocks, they had already started investing in real estate. F E Dinshaw Trust – 683 acres III.

Government 105

Government Portfolio Sales Investing 105

Wealth Management

APRIL 11, 2023

Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. These are among today’s must reads from around the commercial real estate industry. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector.

Healthcare 110

Healthcare 110

Wealth Management

DECEMBER 4, 2023

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

Financial Advisor 93

Financial Advisor 93

James Hendries

JULY 13, 2023

ii] Charitable Trusts – The two primary charitable trusts are charitable lead trusts (CLTs) and charitable remainder trusts (CRTs). Both involve putting assets into a trust. With a CLT, the organization you chose receives cash flow from the assets put into the trust each year for a fixed period.

Distribution 98

Distribution Taxes Assets Accounting 98

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

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. A Will vs. a Trust. Wills and trusts are both important estate planning tools with important differences. A will ensures property is distributed after your passing, according to your wishes, while a trust goes into effect as soon as you create it.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Wealth Management

AUGUST 29, 2023

Newmark found that commercial real estate lending fell by 52% year-over-year in the second quarter of 2023. Private equity player KSL Capital Partners struck a deal to acquire Hersha Hospitality Trust in an all-cash deal valued at $1.4 These are among today’s must reads from around the commercial real estate industry.

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Trade Brains

FEBRUARY 9, 2024

Prestige Estates Projects : With a market cap of ₹ 53,659 Cr, Prestige Estates Projects holds a prominent note, with its innovation, and strategic expansion. After the announcement of the quarterly results of Prestige Estates Projects, the stock saw an increase of 11% in just two days. 74%) ₹5032.2 (79%) 79%) ₹5507.5 (76%)

Retail 105

Retail Portfolio Sales Management 105

Abnormal Returns

JANUARY 3, 2023

allstarcharts.com) The Grayscale Ethereum Trust ($ETHE) is trading at a record, ~60%, discount to NAV. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. (ritholtz.com) It's been a long time since international stocks outperformed the U.S.

Startup 187

Startup Valuation Financial Advising Distribution 187

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. Source: How Many Americans Have a Will?

Estate Planning 98

Estate Planning Planning Medical Assets 98

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 195

Financial Planner Communication Estate Planning Wealth Management 195

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. Trusts, on the other hand, are legal entities that can be used to manage and distribute assets to the beneficiaries of an estate.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Advisor Perspectives

MARCH 5, 2024

Real Estate Investment Trusts (REITs) have long been thought of as a great source for income investors seeking higher than average income as well as good growth and income.

Investing 52

Investing Investments 52

Carson Wealth

DECEMBER 18, 2022

CFP ® , Director of Consumer Investment Research A trust is a mechanism of owning property. Trusts are often used to simplify and coordinate estate planning. Trusts can also be used to preserve wealth and small business assets or provide a meaningful path to charitable giving. Craig Lemoine, Ph.D.,

Estate Planning 52

Estate Planning Distribution Taxes Assets 52

Abnormal Returns

MAY 22, 2023

citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? wealthmanagement.com) Carson Group and Trust & Will announced a new partnership (thinkadvisor.com) Direct indexing For what clients is direct indexing appropriate?

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Advisor Perspectives

FEBRUARY 2, 2023

’s $69 billion real estate trust hit a monthly redemption limit in January, as the firm’s crown jewel continues to wrestle with a line of investors seeking to get money out. Blackstone Inc.’s

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Nerd's Eye View

JANUARY 8, 2024

build the trust needed to fully understand the client's unique situation and concerns while creating a highly engaging client experience. And by building more empathetic relationships and having deeper conversations with clients, advisors who implement Financial Advice 3.0

Financial Advice 187

Financial Advice Medicine Financial Planning Estate Planning 187

Nerd's Eye View

SEPTEMBER 6, 2023

Beyond insurance, advisors and their clients can also consider options such as the use of corporate entities such as Limited Liability Companies (LLCs) for business interests, and estate tax planning tools such as Spousal Lifetime Access Trusts (SLATs) that can offer both estate planning and asset protection benefits for married couples.

Education 236

Education Assets Clients Estate Planning 236