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Tag: Estate Planning

Home›Posts Tagged "Estate Planning"
  • High-Net-Worth
    Investment Management
    By WiserAdvisor Insights
    December 14, 2021
    4420
    0

    6 Strategies to Protect Ultra-High-Net-Worth Family Wealth

    The term ultra-high-net-worth invokes a sense of financial security. Possessing such high amounts of wealth gives most people relief and confidence in leading a financially sound and comfortable life. Typically, an ultra-high-net-worth individual is someone with a financial standing of at least $30 million or more. This could be either in liquid or illiquid assets ...
    Read More
  • financial-advisor
    Financial Advisor Guide
    By WiserAdvisor Insights
    November 30, 2021
    2852
    0

    Do I Need a Financial Advisor or an Accountant?

    When it comes to managing your money or taking any decisions on saving, spending, or investing it, a professional’s opinion can be indispensable. While you may or may hold the required knowledge, understanding, and expertise in money matters, a professional has years of experience, educational qualifications, and aptitude to assist you on these matters. Not ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    November 1, 2021
    4148
    0

    Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical

    Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if your estate is worth $11.7 million in 2021, which is the federal estate tax exemption limit for 2021. However, every adult, and every family, needs an estate plan. Attending this essential ...
    Read More
  • financial-planning
    Financial Planning
    By WiserAdvisor Insights
    September 10, 2021
    2589
    0

    Seven Financial Planning Tips for Medical Professionals

    Doctors are one of the hardest working professionals in the world. Long hours, hectic schedules, emergency consultations, and surgeries sum up the life of a physician. Considering the extreme amount of time and dedication that doctors put in their work every day, they are naturally also among the highest-paid professionals in the workforce. This is ...
    Read More
  • Financial Advisor
    Financial Advisor
    By WiserAdvisor Insights
    September 1, 2021
    8706
    0

    Who Are Financial Advisors and What Do They Do?

    Managing your finances can be a complicated and confusing process. From setting financial goals, knowing how to best save for retirement to managing your taxes in the present, and even after retiring or passing on your legacy to your kids, everything requires intricate management. According to Northwestern Mutual’s 2019 Planning and Progress study, 92% of ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    June 28, 2021
    4358
    0

    Estate Planning for Persons with Large Retirement Accounts

    When it comes to planning for the future, both retirement planning and estate planning are equally important. While the former will ensure that you have enough money to last your non-working years, the latter will ensure that your money goes to its rightful inheritors. Retirement accounts like an Individual Retirement Account (IRA), a 401(k) retirement ...
    Read More
  • Estate Planning
    Estate Planning
    By WiserAdvisor Insights
    May 31, 2021
    3299
    0

    Common Challenges Faced in High-Net-Worth Estate Planning

    The typical notion of succeeding in life is by earning more money. Most people spend their entire lives chasing after money-making opportunities, working hard, saving and investing to amass a bigger corpus. Whether it is school or college, the end goal is normally to land up in a high paying job and be rich. Money ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    April 28, 2021
    1729
    0

    How is Estate Planning Connected With Succession Planning

    Accumulating wealth and building a business can take years of rigorous hard work. Hence, taking concrete steps to safeguard your wealth and business from the changing times, evolving laws, and the notions and conflicts of future generations, is imperative. Over the years, the importance of estate and succession planning has come to the forefront. According ...
    Read More
  • 5 Reasons Why Trusts Are Not Just For The Rich
    Estate Planning
    By WiserAdvisor Insights
    August 25, 2020
    1381
    0

    5 Reasons Why Trusts Are Not Just For The Rich

    A popular notion, that is often misunderstood, is that trusts are only for the rich. The reality is that a trust is helpful to people of all economic backgrounds. A trust is a legal arrangement that allows a person (the grantor) to transfer their assets, including cash, investments, properties, etc. to a private fund. This ...
    Read More
  • Soup to Nuts Guide To Creating A Foolproof Will
    Estate Planning
    By WiserAdvisor Insights
    August 14, 2020
    2707
    0

    Soup to Nuts Guide to Creating a Foolproof Will

    Most people are inclined not to think about their mortality. Hence, they do not consider estate planning, especially writing a will, as an imperative task. Moreover, writing a will is often regarded as complicated, irrelevant, and most of all ‘a thing of the rich’. As per a 2020 Estate Planning and Wills survey conducted by ...
    Read More
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

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