Nancy Dilley Nancy Dilley
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
Many financial professionals will, for a fee, help you navigate your way to and through retirement. However, using a financial advisor isn't mandatory. If you can't afford or don't trust an advisor, or would prefer not to use one for another reason, managing your retirement on your own ...
Lastly, a financial advisor can help former business owners develop an estate plan to transfer their wealth to their desired beneficiaries. This may involve working with legal and tax professionals to create a customized plan that could include trusts, gifts, and charitable giving. I'm a Financial...
When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.
Zero Trust is a broad approach, with several overlapping elements that create robust security throughout the digital estate. Among its key pillars supporting organizations: identity, endpoint, application, and infrastructure security, one binding technology that can help decision-makers to take the lead...
Get a strong basis for your financial decisions with data you can trust As a 100% independent reporting advisor, we are committed to delivering state-of-the-art wealth reporting with data you can trust. This provides you with a strong basis for your investment decisions....
Keep in mind, there are some states with estate taxes that may have exemption levels that are lower than the federal exemption amount, so be sure to consider those limits within your gifting strategy as well. Charitable Giving Charitable giving can often help your tax situation while you are ...
Yes, you want to make a profit – everyone does and most people know that about real estate. But, you also want to operate within the lines, without sacrificing your client’s trust. Walk the fine line carefully and you can make the most of both businesses. You Might Be Interested In...
Both my parents are gone, but this case is still ongoing. The lawyers are demanding one-third of my father’s estate. My father had an estate plan which provided a lifetime trust for my mother, but this was overturned in a judge’s chambers. They also filed aright of electionagainst ...