Wealth Management Fallon NV
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Hollen Financial Planning, Ltd.
Ongoing Investment Management
NAPFA Registered Financial Advisor, CFP®
North Lake Tahoe Financial Services, LLC
Incline Village, NV
College/Education Planning, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning
NAPFA Registered Financial Advisor, ATP, CFP®, EA
REDROCK WEALTH MANAGEMENT, LLC
Las Vegas, NV
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
NAPFA Registered Financial Advisor, AAMS, CFP®, CLU
Mon-Sat 10:00 AM-07:00 PM
Sun 10:00 AM-05:00 PM
Banking Center Services: Change Order, Commercial Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
English, Spanish, Chinese, Korean, French, Russian, Portuguese
GreatLight Fee Only Advisors, LLC
Las Vegas, NV
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
NAPFA Registered Financial Advisor, ATP, BS, CFP®, ChFc, CPA, CPA/PFS
Kirby Group, Inc.
Ongoing Investment Management, Retirement Planning & Distribution Rules
NAPFA Registered Financial Advisor, CFP®, MS
Sparrow Wealth Management
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
NAPFA Registered Financial Advisor, BS, CFP®
By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at email@example.com
Benefits of Estate Planning
Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.
Let’s start with the benefits. An estate plan allows you to:
1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....
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