Villars Midwest

03/30/2014

Villars Midwest has made an exciting large move by merging with Boulevard Wealth Management to create more opportunities for the larger firm's clients and to help round out the family office experience offered to Boulevard clients.

See the press release here:

http://media.wix.com/ugd/2bcf2a_1e71fb5e12dc49dda6606153336cccc3.pdf

12/23/2013

Boulevard Wealth Management and Alpha Investment Advisors have merged! See the press release here:

http://media.wix.com/ugd/2bcf2a_1b41abb848954438ae2e60c0accee7c6.pdf

Boulevard Wealth Management Press Releases

12/10/2013

A lot of people have strong feelings when it comes to the use of insurance, be it life, disability, long term car or even homeowners or auto insurance. Insurance is NOT a religion that you do or don't believe in. Insurance is NOT a scam. Insurance IS simply a financial tool that when used by a skilled craftsman, and in the right circumstances, can work better than any other financial tool.

Life insurance is a very versatile product in the hands of experts. “There are a number of ways life insurance can be used to replenish the estate to cover various taxes as well as create wealth,” notes Evan Jehle, partner, Rothstein Kass Family Office Group. Nevertheless, while many advanced planni...

11/26/2013

For estates over the new $5.25MM tax threshold, there is now a concept called portability which seems to eliminate the need to use a trust.... or does it?

With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts. But even those in-between clients benefit from establishing trusts in select scenarios.

11/07/2013

November 1, 2013 - Derek D. Villars awarded the Chartered Advisor for Senior Living® (CASL®) professional designation from The American College, Bryn Mawr, PA. The CASL® program is considered the most comprehensive curriculum available for financial advisors interested in effectively serving the unique financial needs of seniors. Once the program is completed, a CASL® can provide expert advice on a broad range of financial topics including health insurance, long term care financing, pension planning, trusts, Medicare and Medicaid supplemental planning, financial and estate planning and more.

Provides education for Certified Financial Planner, CFP exam preparation, ChFC, CLU, CASL, LUTCF and degrees in financial and insurance services.

11/07/2013

Going on the air in 30 minutes... Tune in to Minnesota AM1570 The Wall Street Business Network at 10 central or online live at the station website. If you miss us this morning, all our shows can be heard from a link at the bottom of www.blvdwealth.com !

10/14/2013

Arriving at the Van Dusen Mansion.

Explore hallettfinancial's photos on Flickr. hallettfinancial has uploaded 189 photos to Flickr.

10/14/2013

Derek Villars at the 2013 Hallett Financial appreciation gala at Van Dusen Mansion in Minneapolis. A spectacular event!

Explore hallettfinancial's photos on Flickr. hallettfinancial has uploaded 189 photos to Flickr.

10/10/2013

Great Strategy Session Radio show today on am1570 KYCR from 10-11 central. Derek Villars discussed the use of "per stripes", seldom used in designating beneficiaries of your insurance and qualified financial accounts. You can also find podcast recordings of this and past shows at:

https://itunes.apple.com/us/podcast/strategy-session-radio/id710592232?mt=2

http://podcasts.streamtheworld.com/podcast/audio-2991-GnGjIXB-1020121.rss

Preview and download the podcast Strategy Session Radio on iTunes. Read episode descriptions and customer reviews.

09/19/2013

Listen to Derek Villars on Strategy Session Radio on am1570 KYCR. Boulevard Wealth Management has a great live show on air weekdays from 10am to 11am. You can also find podcast recordings of past shows at the bottom of the Boulevard Wealth page at www.boulevardwealth.com

Boulevard Wealth Management Comprehensive Risk Management Life Cycle Wealth Management Financial Research Estate Planning Investment Management

08/14/2013

2013 changes in the Minnesota estate and gift tax system will affect many clients who have done a good job saving or who hold acreage. This will create a large liquidity problem for many land holders that needs to be addressed as soon as is possible. Large family farms are especially at risk if the currently inflated value of their land exceeds $5 million.

The line-up of states with death taxes shifts again. Will North Carolina follow Indiana or Delaware’s lead on the fate of its state death tax?

05/31/2013

Important new news for those with estates valued over $1 million...

Minnesota will begin to impose a gift tax on July 1, 2013.The new gift tax applies a 10% tax on gifts in excess of a lifetime total of $1 million. Federal exclusions apply.Expanded estate tax applies to real estate and personal property in Minnesota that is owned through certain "pass-through" type…