Wealth Management Laredo TX

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. Joseph Rothstein, CFP®
(956) 724-2144
PO Box 2185
Laredo, TX
Firm
International Asset Mgmt Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Wells Fargo - Laredo Heights
(956) 726-8204
1220 Guadalupe St
Laredo, TX
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Bank of America - Mall Del Norte
(956) 728-9208
5313 San Dario
Laredo, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-3
Sunday Closed
Drive Up Hours
Monday 8:30-6
Tuesday 8:30-6
Wednesday 8:30-6
Thursday 8:30-6
Friday 8:30-6
Saturday 9-3
Sunday Closed

Wells Fargo - Laredo Mall Del Norte
(956) 726-8240
5219 San Dario Ave
Laredo, TX
Type
Branch
Office Hours
Mon-Thu 08:30 AM-07:00 PM
Fri 08:30 AM-07:30 PM
Sat 09:00 AM-05:00 PM
Sun Closed

Chase Bank
(956) 722-3916
10720 International Blvd
Laredo, TX
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-3:00
Sun:closed

Wells Fargo - Laredo Downtown
(956) 726-8200
1100 Matamoros St
Laredo, TX
Type
Branch
Office Hours
Mon-Fri 08:30 AM-05:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

Chase Bank
(956) 717-3100
1920 Bob Bullock Loop
Laredo, TX
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-3:00
Sun:closed

Bank of America - Laredo
(956) 728-6830
7676 McPherson Road
Laredo, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5
Saturday 9-3
Sunday Closed
Drive Up Hours
Monday 8:30-6
Tuesday 8:30-6
Wednesday 8:30-6
Thursday 8:30-6
Friday 8:30-6
Saturday 9-3
Sunday Closed

Wells Fargo - Laredo Loop 20
(956) 726-8400
10611 Mcpherson Rd
Laredo, TX
Type
Branch
Office Hours
Mon-Thu 08:30 AM-06:00 PM
Fri 08:30 AM-07:00 PM
Sat 10:00 AM-03:00 PM
Sun Closed

ACCION Texas
(866) 803-0225
907 E. Calton Rd
Laredo , TX
 
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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