Tagged estate-planning

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Creative, Sophisticated Tax and Estate Planning

Since 1874, Fabian VanCott has served the tax and estate needs of high net worth individuals and businesses in Salt Lake City and beyond.

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Unlocking Estate Planning for the Mass Affluent: Holistiplan’s Groundbreaking 2025 Launch

 Launching in 2025, Holistiplan’s new Estate Module is set to redefine how advisors deliver estate planning services, making estate planning more accessible to the mass affluent market. Read More
BECU: How to Ensure Financial Stability for Beneficiaries
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BECU: How to Ensure Financial Stability for Beneficiaries

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Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study
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Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study

 The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve the wealth they pass on to their children. Read More
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition
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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition

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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year
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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year

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Kickstarter Launched to Save Music of Darrell 'Dr D' Vernum
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Kickstarter Launched to Save Music of Darrell 'Dr D' Vernum

 Darrell Vernum Lost Records Kickstarter Read More
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What to Think About When You're Ready to Update Your Estate Plan

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Legacy Suite Outlines How New 'Digital Executor' Role Can Avoid Pitfalls in Modern Estate Planning
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Legacy Suite Outlines How New 'Digital Executor' Role Can Avoid Pitfalls in Modern Estate Planning

 Developer of digital asset management solution provides streamlined, secure transfer of passwords, cryptocurrency, wills and trusts and more Read More
Legacy Suite Secures Online Identity Through Its New Social Media Legacy Program
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Legacy Suite Secures Online Identity Through Its New Social Media Legacy Program

 Protecting digital footprint and social media accounts in the digital age Read More
TruChoice Hosts First TruWomen Mastermind of the Year
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TruChoice Hosts First TruWomen Mastermind of the Year

 The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform Read More
TruChoice Earns Great Place To Work Certification
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TruChoice Earns Great Place To Work Certification

 The prestigious award is based entirely on current employee feedback about their experience working at TruChoice Read More
Legacy Suite Adopts AI Development, Such as ChatGPT, for Digital Assets in Blockchain Industry
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Legacy Suite Adopts AI Development, Such as ChatGPT, for Digital Assets in Blockchain Industry

 Recent advancements in AI are transforming blockchain technology in various industries with the enhancement of security and efficiency. Read More
Amidst Banking Failures, Legacy Suite's Latest Technology Offers Secure Digital Asset Management
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Amidst Banking Failures, Legacy Suite's Latest Technology Offers Secure Digital Asset Management

 Crypto demand is surging after the collapse of Silicon Valley Bank and Signature Bank. Read More
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Aflac: 4 Reasons to Get Life Insurance in Your 20s

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What to Know When Designating a Life Insurance Beneficiary

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Legacy Suite Announces Publication of Patent for Management of Digital and Traditional Assets
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Legacy Suite Announces Publication of Patent for Management of Digital and Traditional Assets

 Developers of estate planning, password manager, and crypto wallet solutions announce the publication of a U.S. patent. Read More
TruChoice Launches New Online Calculators
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TruChoice Launches New Online Calculators

 The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients Read More
Stouffer Legal Expands Presence in Maryland With New Office in Annapolis
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Stouffer Legal Expands Presence in Maryland With New Office in Annapolis

 Stouffer Legal Brings Expert Estate Planning Services to Annapolis Community Read More
Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate
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Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate

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TruChoice Opens 2023 With Annual Climb Conference
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TruChoice Opens 2023 With Annual Climb Conference

 The practice management event featured two keynote speakers, peer-to-peer sharing, and the launch of an exclusive new online calculator Read More
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Northwestern Mutual: Ways to Use a Guaranteed Death Benefit

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Northwestern Mutual: When Should Policyholders Update Their Beneficiaries?

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TruChoice Adds 3 RILA Carriers to Product Shelf
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TruChoice Adds 3 RILA Carriers to Product Shelf

 The additions now give TruChoice 7 RILA carriers to offer financial professionals more available solutions for clients Read More
Walser & Herman Law Announce the Opening of a New Office in Jupiter, FL
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Walser & Herman Law Announce the Opening of a New Office in Jupiter, FL

 The probate and elder law attorneys at Walter & Herman Law are excited to announce that the firm is expanding to a new office in Jupiter, FL. Read More
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Aflac: How to Choose the Right Life Insurance Beneficiaries

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TruChoice Hosts Inaugural Discover Conference
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TruChoice Hosts Inaugural Discover Conference

 The practice management event featured a keynote address from an industry legend, numerous business-building sessions, and networking opportunities galore. Read More
TruChoice's Second Annual 5K Benefits the Gary Sinise Foundation
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TruChoice's Second Annual 5K Benefits the Gary Sinise Foundation

 Employees and their families participated in the virtual event as part of TruChoice's ongoing commitment to community involvement Read More
TruChoice's SPD Team Helps Financial Professionals Excel
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TruChoice's SPD Team Helps Financial Professionals Excel

 The Specialized Products Division provides assistance in navigating the fastest-growing segment of the annuity space, registered index-linked annuities (RILAs) Read More
Walser & Herman Law Firm Available to Provide Trust, Estate, and Probate Services to All Florida Residents
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Walser & Herman Law Firm Available to Provide Trust, Estate, and Probate Services to All Florida Residents

 The leading Palm Beach County probate law firm has been serving residents in Florida's communities for more than 30 years Read More
TruChoice Hosts Inaugural TruWomen Annual Conference
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TruChoice Hosts Inaugural TruWomen Annual Conference

 The engaging two-day event offered a chance for lively interaction, sharing, and encouragement among the women in attendance Read More
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
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Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking

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Legacy Suite Announces the Official Launch of Revolutionary Estate Planning System
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Legacy Suite Announces the Official Launch of Revolutionary Estate Planning System

 The platform has simplified critical data exchange and asset transfer for individuals interested in protecting their digital assets for the future. Read More
TruChoice Hosts Inaugural Ascend Conference
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TruChoice Hosts Inaugural Ascend Conference

 Designed to provide a mid-year boost for financial professionals, the practice management event featured three keynote speakers along with numerous business-building sessions Read More
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
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Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate

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Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
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Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading

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Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
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Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director

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Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
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Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate

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Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate
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Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate

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Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors
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Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors

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TruChoice Mourns Loss of Longtime Ann Arbor Annuity Exchange President, Van A. Lumbard
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TruChoice Mourns Loss of Longtime Ann Arbor Annuity Exchange President, Van A. Lumbard

 Lumbard, 75, was a highly respected 48-year veteran of the insurance industry Read More
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition

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TruChoice Expands Exclusive Peer-to-Peer Coaching Program
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TruChoice Expands Exclusive Peer-to-Peer Coaching Program

 Pilot program moves to full market launch after members experience nearly 30% increase in average case size* Read More
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Potomac Financial Group's Todd Wike Named to Forbes' 2022 List of Top Wealth Advisors for Third Consecutive Year

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Leimberg Information Services, Inc (LISI) Introduces the Leimberg Institute

 The Leimberg Institute is designed to help take some of the stress off attorneys, CPAs and other financial services professionals who find it increasingly difficult to stay on the cutting edge. Read More
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Northwestern Mutual: 4 Reasons People Without Children Should Still Have an Estate Plan

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TruChoice Launches Empowerment Program for Women
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TruChoice Launches Empowerment Program for Women

 TruWomen aims to enrich, inspire, and uplift women in the financial industry Read More
Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition
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Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition

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Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
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Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager

 Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Read More
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A Step-by-Step Guide to Building an Estate Plan

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TruChoice Kicks Off 2022 With Annual Climb Conference
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TruChoice Kicks Off 2022 With Annual Climb Conference

 The practice management event featured four keynote speakers, the launch of an initiative for women financial professionals, and the unveiling of a new marketing campaign Read More
Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director
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Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director

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Internationally Recognized Business Consultant Releases Article for Caregiver.com Outlining the Importance of Pre-Death Planning for Families

 Professional consultant writes helpful article on why pre-death planning should be a priority for families. Read More
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Do You Need an Attorney for Estate Planning?

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4 Common Estate Planning Mistakes and How to Avoid Them

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Bestselling Author CPA/Attorney James Lange Offers Pro Bono Workshop Series to Bar Associations and CPA Groups
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Bestselling Author CPA/Attorney James Lange Offers Pro Bono Workshop Series to Bar Associations and CPA Groups

 Workshop series to help estate planning professionals protect client assets from the dangers of the SECURE Act Read More
TruChoice's Flagship Marketing Platform, Retirement Roadblocks(TM), Receives Clean FINRA Letters
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TruChoice's Flagship Marketing Platform, Retirement Roadblocks(TM), Receives Clean FINRA Letters

 Clean Letters Can Help Prevent Detours that Registered Representatives May Face in Presenting Retirement Roadblocks to Clients Read More
Salem Investment Counselors Ranked the #1 Financial Advisory Firm in the Southeast by CNBC
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Salem Investment Counselors Ranked the #1 Financial Advisory Firm in the Southeast by CNBC

 Providing Investment Management, Financial Counseling and Estate and Tax Planning with No Product Sales Read More
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition
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Michael S. Schwartz, CFP®, AEP® Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition

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3 Things You Should Know About Estate Planning

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