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Wealth Management Hilo HI

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mr. Ronald Niederpruem, CFP®
(808) 968-0626
PO Box 123
Mountain View, HI
Firm
Ron Niederpruem, LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Keith T. Shimizu, CFP®
(808) 933-2590
58 Kamana St
Hilo, HI
Firm
KEITH T. SHIMIZU, CPA, INC.

Data Provided by:
Pinnacle Investment Group
(808) 933-1828
688 Kinoole St Ste 207
Hilo, HI
 
American General Financial Services Of Hawaii Inc
(808) 934-9445
395 Kilauea Ave
Hilo, HI
 
Realty Investment Co Ltd
(808) 961-5252
66 Kekuanaoa St
Hilo, HI
 
Mr. Kevin E. Lewis, CFP®
(808) 934-0144
908 Kumukoa St.
Hilo, HI

Data Provided by:
Crest Financial Service Inc
(808) 935-3237
101 Aupuni St Ste 243
Hilo, HI
 
Asset Balance Financial Services LLC
(808) 969-7771
311 Kinoole St
Hilo, HI
 
Edward Jones
(888) 891-1460
18 Shipman St
Hilo, HI

Data Provided by:
Coldwell Banker Day-Lum Properties
(808) 935-0399
2 Kamehameha Ave
Hilo, HI
 
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.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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