Wealth Management Rexburg 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.

Mr. H. Brent Hill, CFP®
1010 S 2nd E
Rexburg, ID
Firm
Rudd & Company, PLLC

Data Provided by:
Mr. Brent Lynn Esplin, CFP®
90 S 1st W
Rexburg, ID
Firm
Edward Jones

Data Provided by:
Mr. Matthew N. Porter, CFP®
(208) 528-3902
1858 1st St
Idaho Falls, ID
Firm
Ohio National Financial Services
Areas of Specialization
Asset Allocation, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Data Provided by:
US Bank - Rexburg Office
(208) 356-3641
77 E Main St
Rexburg, ID
Languages
Spanish
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 06:00 pm

US Bank - Rigby Office
(208) 745-8181
183 S State St
Rigby, ID
Languages
Spanish
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 06:00 pm

Scott Bradley Smith, CFP®
(208) 356-8500
15 W Main St
Rexburg, ID
Firm
Smith, Kunz & Associates PLLC
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Adam C. Serr, CFP®
(208) 523-9068
865 S Woodruff Ave
Idaho Falls, ID
Firm
East Idaho Credit Union
Areas of Specialization
Asset Allocation, Banking, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Wells Fargo - Rexburg
(208) 356-4415
39 E Main St
Rexburg, ID
Type
Branch
Office Hours
Mon-Fri 09:30 AM-06:00 PM
Sat 09:30 AM-04:00 PM
Sun Closed

Wells Fargo - Rigby
(208) 745-5400
127 N State St
Rigby, ID
Type
Branch
Office Hours
Mon-Thu 09:30 AM-05:00 PM
Fri 09:30 AM-06:00 PM
Sat 09:30 AM-02:00 PM
Sun Closed

Wells Fargo - Idaho Falls Eastside
(208) 533-6200
305 First St
Idaho Falls, ID
Type
Branch
Office Hours
Mon-Thu 09:30 AM-05:00 PM
Fri 09:30 AM-06:00 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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