NEW YORK--(BUSINESS WIRE)--FP Alpha, an AI-driven, holistic wealth management solution for financial advisors, announced today the launch of The Estate Planning Lab which will allow advisors an automated way to upload their clients estate planning documents, such as wills and trusts, and display the flow of a clients current estate plan. estate taxes and your estate settlement and probate costs in connection with the evaluation of estate planning alternatives and, therefore, the numbers do not need to be exact. Summaries of estate plans still must be reviewed by a person, but the company is working to improve it and rolling out a new version of the tool in the coming weeks. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession. The Advisors working on complex estate plans for clients have a problem this year. Where AI Meets Financial Planning - FP Alpha Altfest anticipates more to come. FP Alpha, the AI-driven holistic planning solution that helps advisors identify actionable recommendations to clients, launches The Estate Snapshot, providing advisors a scalable way to summarize and visualize key components of a client's estate plan, simply by uploading their legal documents. Get in touch with his firm for a no-cost case evaluation. How advisors are leveraging AI for an unfair advantage His legal expertise includes real estate matters, tax-deferred exchanges, trusts, estate planning, asset protection, as well as business matters such as formation, planning, and succession. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. Linda L. McLarnan-Dugan, Esq. Calvin A. Slater has been a lawyer since 1981, with over 30 years of experience with helping clients, such as entrepreneurs, physicians, business owners and real estate investors. He practices QDRO law (retirement division) from coast to coast, in his seven licensed states. AI wealth-tech firm, FP Alpha, launches first of its kind, Estate Nathan ParkinsWealth Advisor MoLei Financial. Ms. Fu focuses her practice in the areas of estate planning, probate, employment law and immigration. Ms. Fu is fluent in English, Mandarin, Cantonese and Taiwanese. Estate Planning, Business, International and Tax. FP Alpha and The Estate Snapshot go beyond the norm in estate planning in another way as well. Before FP Alpha partnered with Envestnet, advisors using both had to manually input client data or upload documents twice (once for each software). Each advisor can use it for an unlimited number of clients and documents. Beta users of The Estate Snapshot, in conjunction with the Estate Planning Module,have been able to effectively use the tool with clients several ways including significant estate tax savings, liquidity events, as well as state estate tax exposure based on properties owned. What used to take hours can now be done in minutes. The technology provides impactful recommendations with limited insight into a prospects financial and personal circumstancesjump-starting relationships and allowing planning to be a living, breathing experience for all parties. Don't miss our upcoming webinar: "Leveraging Advanced Planning Services" in partnership with FA Magazine . Genene N. Dunn is a estate planning and probate attorney who has been working with estate and probate matters since 2010. The Estate Snapshot is produced because of applying AI technology to read documents such as wills and trusts which then summarizes them into a client deliverable with easy-to-follow visuals, including flowcharts, allowing the advisor to best review the distribution of assets, identify key individuals, and explain potential scenarios to their clients. Sie knnen Ihre Einstellungen jederzeit ndern, indem Sie auf unseren Websites und Apps auf den Link Datenschutz- und Cookie-Einstellungen oder Datenschutz-Dashboard klicken. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. PDF Confidential Estate Planning Data Sheet - Law Offices of James C. Shields Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. Companies have tried to build services like FP Alpha, but none have succeeded or caught on with advisors, Doug Fritz, founder and CEO of F2 Strategy, a technology and marketing consulting firm to wealth management firms, said. Through this approach, I understand my client's unique circumstances, and design a plan to specifically address the client's objectives. Ebiner Law Office opened in West Covina in 1954, and has never left town. NEW YORK, Nov 16, 2022 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today the next iteration of its tax projection tool, bolstering its functionality, adding state and federal analysis along with a multi-year, unlimited scenario offering. FP Alpha starts its analytical work and recommendations where the typical planning process stops. I have walked many paths in life. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. The speed at which the FP Alpha team has responded to our questions has been excellent. FP Alpha provides advisors with a competitive advantage as fee-compression continues to affect the advisory space. By leveraging AI learning and subject matter experts across 16 financial planning disciplines, including tax, estate and insurance, this innovative tool allows advisors to uncover new planning opportunities and provide clients with more holistic advice. California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and Attorney at Law Offices 1820 West Orangewood Avenue, Suite 104a, Orange, CA 92868 Office: +1 (714) 634-4838. Increase Your ROI Justify your fees, deepen client relationships and capture more wallet share by offering additional and needed services. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals. For more information, please visit: https://fpalpha.com. Hedda Nadler/Christy Allyn Mount & Nadler The system and tools are easy to use, and FP Alpha is constantly working to improve the software and roll out new and useful functions. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. In addition to having access to real-time updates on the legislation, including Sen. Bernie Sanderss 99.5% Act and President Joe Bidens American Families Plan, it will also save advisors significant time through our AI-driven automation process and the recommendations will allow them to proactively present solutions to their clients., FP Alphas revolutionary platform empowers advisors to play an integral part in the overall estate planning process, said Marty Shenkman, estate planning expert and Founder of Shenkman Law. We encounter the same highs and lows and we share the same desire for happy and healthy families. FP Alpha, the AI-driven advanced planning software, releases 2nd Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. FP Alpha has helped me to more quickly organize and identify financial planning opportunities in my practice. For the best Barrons.com experience, please update to a modern browser. Weitere Informationen darber, wie wir Ihre personenbezogenen Daten nutzen, finden Sie in unserer Datenschutzerklrung und unserer Cookie-Richtlinie. Take your practice to the next level. It also is easy to implement. NEW YORK, May 3, 2022 /PRNewswire/ --FP Alpha, an AI-driven planning solution for financial advisors, announced today the launch of their new tool, The Estate Snapshot, an enhancement to their platform's Estate Planning Module. - Mediation, Arbitration and Litigation when issues cannot be resolved amicably. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. She regularly is appointed a Minors Counsel in Family Court and CAC Attorney in Probate Court. Find out whether an attorney has ever been disciplined. The Modernization of Estate Planning | Wealth Management Two offices in the Inland Empire. PDF MOST COMMON MISTAKES IN CALIFORNIA ASSET PROTECTION - Schomer Law Group Our typical estate plan for a couple includes a Joint Living Trust, 2 Wills, 2 Power of Attorneys, 2 Advanced Healthcare Directives, and a free consultation every 3 years after we create your trust. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases. Fritz said a tool like that is unusual. Build your planning services. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor's current financial planning software, starting where they stop. FP Alpha, the AI-driven holistic planning solution that helps advisors identify actionable recommendations to clients, launches The Estate Snapshot, providing advisors a scalable way to summarize and visualize key components of a client's estate plan, simply by uploading their legal documents. There are a lot of estate planning and financial planning tools available. This additional functionality enhances the already robust Estate Planning Module, part of the FP Alpha platform, which identifies key estate planning opportunities allowing advisors to quantify the value of their advice. (714) 628-2504Orange, CA. [Like this article? Attorney Wadhwani has more than 17 years of experience practicing as an attorney. Lets talk! Megan Ferkel Earhart's practice includes estate planning, trust administration and related income, gift and estate tax matters. The Transformational Decade Ahead for the Planning Profession She is also active in the Orange County Bar Association. And if they do, it is usually about the current year as opposed to looking multiple years out. Andrew J. SilverFounder and CEO Concordia Wealth Planning, LLC. In fact, a recent Spectrum Group survey indicates that 92% of clients want more assistance of estate planning, but only 22% are getting the service they desire. (626) 966-5530Covina, CA, Bet Tzedek Legal Services Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. OGara said partnerships with name-brand companies, like MoneyGuide, go a long away to building trust with advisors. Advisors then can use the personalized deliverable, which summarizes and visualizes the clients distribution plan, during client meetings. Prior Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen verwalten. Woodland Hills, CA Estate Planning - Superior Credentials. With a comprehensive advanced planning profile for each client, advisors will be able to expand their services, highlight more planning opportunities and generate more revenue without adding additional staff or requiring their teams to learn anything new. Estate planning one of the pillars of advisors offerings can be enhanced thanks to AI. Im not trying to be overly skeptical, but knowing the details in some of these documents, it would be astonishing if they were able to read [sic] a 50-year-old, iPhone-pictured image of an estate plan, Fritz said. Joel BruckensteinFounder and CEO Technology Tools for Today. He encourages a team approach by collaborating with a clients other professionals such as accountants and investment advisors. I am a dedicated and experienced estate planning lawyer. I'm an experienced estate planning attorney and serve clients throughout Los Angeles. AI wealth-tech firm, FP Alpha, announces largest integration to date By providing this additional service to your client, advisors can clearly demonstrate their value and justify their fee. FP Alphas revolutionary platform empowers advisors to play an integral part in the overall estate planning process. Arcadia, CA Estate Planning Lawyer with 17 years of experience. President and CEO Carver Financial Services, Inc. I have been an estate planning lawyer since 1998. FP Alpha, an AI-driven document automation and planning recommendation wealth management solution, launches new enhancement to their Platform, The Estate Planning Lab June 17, 2021 09:00. AI wealth-tech firm, FP Alpha, launches first of its kind, Estate Planning Tool and Deliverable, The Estate Snapshot, "While there are current tools that exist to streamline the creation of estate planning documents and software that helps bring legacy planning into the larger conversation, nothing existed to summarize and visualize the key components of a client's estate plan, said FP Alpha's Founder and CEO Andrew Altfest. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. They are often fueled by emotions and because of that this isnt just business, its personal. - Business Matters (both day-to-day transactional matters and litigation), FP Alpha announces first of its kind, P&C Snapshot, plus unbundled estate planning offering and The Estate Lab 2.0, giving financial professionals added choice for advanced planning solutions FP . I know you're busy, so I make estate planning, trust administration and probate easy, Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. With a comprehensive advanced planning profile for each client, advisors will be able to expand their services, highlight more planning opportunities and generate more revenue without adding additional staff or requiring their teams to learn anything new. View original content to download multimedia:https://www.prnewswire.com/news-releases/fp-alpha-the-ai-driven-advanced-planning-software-releases-2nd-generation-tax-projection-tool-the-tax-projector-providing-advisors-the-ability-to-project-and-compare-various-tax-scenarios-and-strategies-for-their-clients-simp-301679731.html, https://www.prnewswire.com/news-releases/fp-alpha-the-ai-driven-advanced-planning-software-releases-2nd-generation-tax-projection-tool-the-tax-projector-providing-advisors-the-ability-to-project-and-compare-various-tax-scenarios-and-strategies-for-their-clients-simp-301679731.html. That is why we set out to create something that could do that; and that is what The Estate Snapshot is. Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer. region: "na1", Join Estate Planning Expert Martin M. Shenkman, CPA, PFS, AEP, JD, and Andrew Altfest, CFP and President of Altfest Personal Wealth Management and Founder of FP Alpha as they discuss: . Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. With a comprehensive advanced planning profile for each client, advisors will be able to expand their services, highlight more planning opportunities and generate more revenue without adding additional staff or requiring their teams to learn anything new. It may read something and not be able to understand or interpret it. I wanted to work with FP Alpha because, as a fiduciary fee-only planner, I always wanted to be providing the best recommendations possible. FP Alpha: Helping Advisors Harness the Power of AI Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible. The proposals are moving fast and were constantly updating our algorithms in the tool to keep up, said FP Alphas Founder and CEO Andrew Altfest, CFP. I have often wondered why Ive been privileged to be able to have three very satisfying careers as Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. A good plan based on bad data is a bad plan that you might not know is bad, he added. FP Alpha provides smaller advisory practices with the tools they need to leverage AI to become estate planning masters. All material subject to strictly enforced copyright laws. With The Estate Planning Lab, the advisor can identify and raise critical planning points, creating the opportunity to liaise between the client and the attorney facilitating a more efficient review, Shenkman continues. Were your dedicated partner for delivering holistic financial plans at scale. . Unlike larger firms, I work directly with my clients, which allows me to provide a more affordable, cost-effective approach to solving their planning needs. For more information, please visit:https://fpalpha.com. I've been a futurist in this profession for almost 40 years. In addition, I taught estate planning (Wills and Trusts), estate administration and probate law as an adjunct professor at Cerritos Community College. Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including M&A, financing and business succession planning, income tax planning, and estate tax planning. Troy Werner continues the tradition of excellence in the firm. Cagla received her law degree from Southwestern Law School and her bachelors degree from California State University, Long Beach, where she majored in Political Science. As an advisor myself, I found that if you could incorporate estate planning insights into the larger planning discussion, it allowed you to provide a truly holistic approach to planning.". Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She is fluent in Mandarin Chinese. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. La Habra Estate Planning Lawyers | Compare Top Rated - Justia Experienced & Comprehensive Will, Trust & Estate Planning Legal Representation! FP Alpha: Helping Advisors Harness the Power of AI, AI: Advantageous for Advisors Looking to Automate Estate Planning. The new integration will allow advisors to use data already in MoneyGuide within FP Alpha, something customers were asking for, Altfest said. We just need a little more information to create your account. It takes only a few minutes for the software to create a report, summarize the data, and make recommendations across 16 different areas of an investors financial plan. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. Now, with The Tax Projector, the process is mainly automated making it scalable for all advisors to offer to their clients. About FP AlphaFounded by financial planner and industry leader,Andrew Altfest, CFP , FP Alpha is an AI-driven holistic comprehensive planning solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. He operates a full service law firm serving such diverse client needs as: In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. FP Alpha will read wills, declaration pages, tax forms and other documents, and then deliver the expert advice of 40 specialized professionals. , . Mr. Slater is a certified specialist in Estate Planning, Trust & Probate Law by Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. For more information, please visit:https://fpalpha.com. Ms. Nguyen loves to work with families to help them create an estate plan that will avoid taxes and protect them against probate. Jennifer Long focuses on estate and gift tax planning, trust and estate administration, as well as income tax and state and local (including property) tax matters. Justify your fees, deepenclient relationships and capturemore wallet share by offering additional and needed services. Convincing even a fraction of those professionals to use some additional software that pays for itself will make for a successful business, according to Altfest. FP Alpha launches new tax tool for advisors, The Tax Snapshot - PR Newswire I opened my law firm over 20 years ago in the San Francisco, Bay Area, focusing solely on estate planning (wills/trusts) as well as trust administration and probate. She handles all types of cases which deal with the family. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California. Mr. Lums immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal. NEW YORK, Jan. 17, 2023 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today the next iteration of its Roth conversion tool, The Roth. Founded by financial planner and industry leader, Andrew Altfest, CFP , FP Alpha is an AI-driven, holistic wealth management solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor's current financial planning software, starting where they stop.
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