The only comprehensive advisor-driven estate and legacy planning software designed to create simplicity for advisors, their clients and their beneficiaries
Cleveland, Ohio
Joined January 2015
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Your e Folio retweeted
How rich families use trusts that last as long as 1,000 years to save on taxes and benefit future heirs businessinsider.com/dynasty-… via @businessinsider
Your e Folio retweeted
Families strain under the heavy responsibility of dealing with an unplanned estate. It’s tragic, so avoid this by having all your ducks in a row.
bit.ly/3NEP0Vv
#estateplanning #estateplan
Your e Folio retweeted
We recently wrote an article for our friends over at @yourefolio about why it’s important to have secured documents on hand in case of an emergency (and how to keep them safe)
Read the full article at yourefolio.com/why-its-impor…
#documentmanagement #infosec #wealthtech
Your e Folio retweeted
A Spousal Lifetime Access Trust (SLAT) For Estate Planning Purposes financialsamurai.com/spousal… - If you're married and plan to have an estate valued above the threshold upon death, check out the benefits of a SLAT. Current threshold is $24.12 million per couple.
Your e Folio retweeted
Cerulli anticipates $84 trillion wealth transfer in the next 25 years. The last report in 2018 figured $68 trillion. A surprise to the upside. Financial professionals and estate planners have to adapt their business models to keep servicing that wealth. buff.ly/3ov5Sn6
Your e Folio retweeted
Estate planning can feel overwhelming, but everyone has to start somewhere. And understanding what documents you need is a great first step. #family #estateplanning #businessplanning #haimolaw j.mp/31NVhvf
Your e Folio retweeted
Parenting beyond the Grave: How to set up a #CommonTrust. #EstatePlanning #Trusts #Wills #Estates bit.ly/3tRpvsZ
Your e Folio retweeted
When $200K is taxed like $10 million: Latest tax plan targets less affluent with trusts financial-planning.com/news/…
Your e Folio retweeted
Just as financial assets with beneficiaries pass independently of your #Will, so too will digital assets for which you have already named an authorized legacy contact. #estateplan #estateplanning
Your e Folio retweeted
October is #estateplanning month! ❤️
washingtoninformer.com/octob…
Your e Folio retweeted
Happy Friday! Dive into this week's mixtape to learn about:
@PotomacFund's transparent approach
@Onrampinvest newest digital endeavor
@yourefolio's latest partnership
+ Discover music from:
@Built_2_Spill
@mountain_goats
The Smiths
@remiwolf
threecrownsmarketing.com/blo…
Your e Folio retweeted
Grantor Trust Estate Planning Strategies To Implement Before The Biden Tax Proposals Take Effect: bit.ly/3FxiJMz @CPAPlanner #Advicers
Your e Folio retweeted
There may be an extremely limited window of time in which individuals can create, execute, and fund various kinds of Grantor Trusts that could help reduce a future estate tax liability under the current rules. kitces.com/blog/grantor-trus… via @MichaelKitces
Your e Folio retweeted
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions. #estateplanning thinkfinance.io/dS8OrgL68o
Your e Folio retweeted
My friends wife passed today at 51 😢 life is so short. It’s like a punch in the gut and their kids were only 8 and 11. Nothing to say but enjoy what you have, it could end tomorrow #RIP Denise ☹️
Your e Folio retweeted
What happens if you learn your spouse wrote a Will you didn’t know about? Could your spouse blindside you and leave all of his or her assets to someone else? Learn more: bit.ly/2Vswsly
Your e Folio retweeted
If you died, what would happen to your email archives, social
profiles, and online accounts? myf.mg/dQEy