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Wealth Management Logan UT

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. Nolan P. Gunnell, CFP®
(435) 755-5263
1047 S 100 W #110
Logan , UT
Firm
D.A. Davidson & Co.

Data Provided by:
Gordon L. Nelson, CFP®
(435) 713-4220
595 S 80 E Ste 170
Logan, UT
Firm
Keystone Wealth Management, Inc.

Data Provided by:
Tyler J Vanderbeek, CFP®
(435) 713-4220
595 Riverwood Dr. Suite 170
Logan, UT
Firm
Keystone Wealth Advisors
Areas of Specialization
Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Wealth Management

Data Provided by:
Brad Hess, CFP®
(435) 770-4164
664 N Main St Ste 102
Logan, UT
Firm
LPL Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Data Provided by:
Mr. Kent B. Haueter, CFP®
(435) 752-8484
360 North Main Street
Logan, UT
Firm
Harold Dance Investments

Data Provided by:
Mr. Sterling G. Widmer, CFP®
(435) 787-4581
1047 S 100 W Ste 230
Logan, UT
Firm
The Cambridge Financial Center
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided by:
Reese Hulbert, CFP®
5 S Main St
Logan, UT
Firm
Wellsfargo Advisors

Data Provided by:
Mr. Jared R. Ripplinger, CFP®
(435) 750-5566
632 N Main St Ste 2A
Logan, UT
Firm
Cook Martin Poulson, P.C.
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Charitable Giving, Estate Planning, Real Estate, Retirement Planning

Data Provided by:
Mr. S. Craig Adams, CFP®
(435) 752-1702
101 North Main Street
Logan , UT
Firm
Adams Wealth Advisors
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Patrick Redding, CFP®
(435) 753-6500
PO Box 4666
Logan, UT
Firm
LPL Financial

Data Provided by:
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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