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Wealth Management Kapaa 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.

Marjorie Bennett
Aegis Capital Management Inc.
(510) 655-9333
3975 Aloali'i Drive
Princeville, HI
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Socially Responsible Investments, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
NAPFA Registered Financial Advisor, CFA, MBA

Mr. Darren F. Schneck, CFP®
(808) 482-3070
3156 Elua Street
Lihue , HI
national securities
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Data Provided by:
Duarte Financial Systems
(808) 822-7791
4-1579 Kuhio Hwy Ste 212
Kapaa, HI
Old Republic Title & Escrow Of Hawaii
(808) 821-6808
4-831 Kuhio Hwy
Kapaa, HI
All Star Lending Inc
(808) 823-8581
4971 Kuhio Hwy
Kapaa, HI
Mr. William O. Wright Iii, CFP®
(888) 250-4012
5706 Hauaala Rd
Kapaa, HI
Guidance Financial Consultants
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
U S Financial Mortgage Corporation
(808) 822-4423
4568 Kukui St
Kapaa, HI
Allstate Insurance Companies
(808) 822-2886
4-1579 Kuhio Hwy Ste 103
Kapaa, HI
Secretario Nelson J
(808) 822-7324
5411 Kula Mauu St
Kapaa, HI
Lemke Darrellyn L Insurance
(808) 822-7335
4-1593 Kuhio Hwy
Kapaa, 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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