Wealth Management Lewiston ID

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.

David L. Crawford, CFP®
(208) 743-6716
3640 Country Club Ct
Lewiston, ID
Firm
Crawford Financial
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Ms. Molly Lyon Steele, CFP®
(208) 746-4242
PO Box 1487
Lewiston, ID
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Profession: Not Applicable

Data Provided by:
US Bank - Lewiston Office
(208) 799-2500
835 Main St
Lewiston, ID
Drive Up Hours
Mon 08:30 am to 05:30 pm
Tue 08:30 am to 05:30 pm
Wed 08:30 am to 05:30 pm
Thur 08:30 am to 05:30 pm
Fri 08:30 am to 06:00 pm

Wells Fargo - Lewiston
(208) 799-6235
868 Main St
Lewiston, ID
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:30 PM
Fri 09:00 AM-06:00 PM
Sat 09:30 AM-03:00 PM
Sun Closed

Bank of America - Clarkston
(509) 758-5544
748 6th St
Clarkston, WA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Indoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
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 Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

Mr. Michael D. Holder, CFP®
(208) 746-9144
504 Main St
Lewiston, ID
Firm
Holder Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Wells Fargo - Lewiston 10Th & Thain
(208) 746-3064
303 Thain Rd
Lewiston, ID
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:30 PM
Fri 09:00 AM-06:00 PM
Sat 09:30 AM-03:00 PM
Sun Closed

US Bank - Orchards Office
(208) 743-1897
1900 19th Ave
Lewiston, ID
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 06:00 pm
Tue 08:30 am to 06:00 pm
Wed 08:30 am to 06:00 pm
Thur 08:30 am to 06:00 pm
Fri 08:30 am to 06:00 pm
Sat 09:00 am to 03:00 pm

US Bank - Clarkston Office
(509) 758-2584
615 6th St
Clarkston, WA
Drive Up Hours
Mon 08:30 am to 05:30 pm
Tue 08:30 am to 05:30 pm
Wed 08:30 am to 05:30 pm
Thur 08:30 am to 05:30 pm
Fri 08:30 am to 06:00 pm

Wells Fargo - Genesee
(208) 285-1632
102 E Walnut St
Genesee, ID
Type
Branch
Office Hours
Mon-Thu 10:00 AM-03:00 PM
Fri 07:00 AM-03:00 PM
Sat-Sun Closed

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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