v= me277zok30&feature=youtube gdata player We all have our own reasons why we love this conference, but as a longtime, International attendee and having worked on the Task Force this year with a specific focus on the smaller niche communities like the International COmmunity, I wanted to share my thoughts
Don't forget to register and book your hotel before October 23, 2019. For additional information about the conference visit www.onefpa.org/clc . http://www.onefpa.org/clc
Welcome to the 2019 OneFPA Chapter Leaders Conference community
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry this momentum forward. Even in times of feeling overwhelmed or burdened by day to day stress, unplanned events must be considered. In fact, in times of high stress it...
The board is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals
If you’re a party to administering the estate, you have to get to work pretty quickly to accomplish the tasks likely in front of you. Depending on your location, you may need to follow a series of steps to actually administer the estate: Filing the appropriate paperwork regarding probate Initiate the probate process, which is ruled by state laws and court supervision Get approval for estate expenses, if necessary Publish a death or custodianship notice in the newspaper Inventory the assets inside the estate, including their value Notify any businesses or creditors Collect any accounts receivable related to business agreements or personal loans Claim proceeds for life insurance or annuities that were not payable by contract to specified beneficiaries Putting together, paying, and representing the estate in front of tax authorities Transfer property to the distributors As you can see, there are many different tasks that might be required in estate administration, which is why more and more people are using trusts and other non-probate tools to plan for the future without making heirs worry about the process of probate
You need to consider more than just your will, too- what about the complicated decisions surrounding your end of life? Don’t force your family to figure that out- instead put your wishes in writing
Every business owner should have an asset protection plan, but it’s easy to get overwhelmed with day to day tasks and let this fall by the wayside
In many places, the annual cost of care is exorbitant, forcing an individual to spend through his or her assets in a few months to a year
It enables you to apply information, ideas, theories, and formulas to help your clients achieve a variety of tasks and goals. But, I’m sure I’m preaching to the choir
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