Wealth Management Stillwater OK

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. Stephen M Hull, CFP®
(405) 377-1990
1507 S Sangre Rd
Stillwater, OK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Smith Ray Wealth Management Inc
(405) 743-0035
619 S Western Rd
Stillwater, OK
 
Invest Financial Corp
(405) 624-8855
720 S Husband St
Stillwater, OK
 
Danny Cochran Certified Financial Planner and CPA
(405) 372-2880
816 South Main
Stillwater, OK
Firm
Danny Cochran Certified Fainancial Planner and CPA
Expertises
401K rollover, retirement plans, money management, estate planning, advisory service, college planning, taxes, small business planning
Designations
CFP, CPA

Wells Fargo Advisors
(405) 624-3237
2324 W 7th Ave
Stillwater, OK

Data Provided by:
Ms. Patricia M. Moline, CFP®
Oklahoma State University Foundation
Stillwater, OK

Data Provided by:
Raymond James Financial Services
(405) 742-1912
608 S Main St
Stillwater, OK
 
Personal Financial Solutions Inc
(405) 533-2533
703 S Western Rd
Stillwater, OK
 
R & W Investments Llc
(405) 533-1282
120 N Perkins Rd Ste B
Stillwater, OK
 
Stillwater Investment Management Llc
(405) 533-7794
1513 S Sangre Rd
Stillwater, OK
 
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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