Wealth Management Twin Falls 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. James R. Love, CFP®
(208) 734-4545
PO Box 1234
Twin Falls, ID
Firm
Professional Economic Services, Inc

Data Provided by:
Mr. Joseph I. Shaw, CFP®
(208) 733-6019
1435 Fillmore St
Twin Falls, ID
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Mr. Lynn Rulon Hansen, CFP®
1126 Eastland Dr N Ste 200
Twin Falls, ID
Firm
Edward Jones

Data Provided by:
Amy Mcmurdie, CFP®
(208) 734-8909
1025 Shoshone St N Ste 5
Twin Falls, ID
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Bank of America - Twin Falls
(208) 733-3791
1040 Shoshone St E
Twin Falls, ID
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-5
Tuesday 10-5
Wednesday 10-5
Thursday 10-5
Friday 10-6
Saturday 10-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 10-1
Sunday Closed

Ms. Verlene Merl Claiborn, CFP®
(208) 732-0088
161 5th Ave S
Twin Falls, ID
Firm
3 Mark Financial
Areas of Specialization
Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Tyler J Layne, CFP®
(208) 733-7611
1411 Falls Ave E Ste 1137
Twin Falls, ID
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. John F. Van Engelen, CFP®
(509) 385-9794
2188 Addison Ave E
Twin Falls, ID
Firm
Pollow & Moore, CPAs, Chtd

Data Provided by:
US Bank - Twin Falls Office
(208) 737-5000
241 Shoshone St N
Twin Falls, 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

Chase Bank
(208) 735-1663
705 Blue Lakes Blvd N, Ste G
Twin Falls, ID
Type
In-store
Office Hours
Mon:9:00-7:00
Tues:9:00-7:00
Wed:9:00-7:00
Thurs:9:00-7:00
Fri:9:00-7:00
Sat:9:00-4:00
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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