October 16, 2015 |
Be Aware of Estate Planning Across State Lines
It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming ...
Learn MoreBe Aware of Estate Planning Across State Lines
It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming to us with assets in multiple states, all of which must be addressed properly in an estate plan. 
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Blogs for October 2015
October 15, 2015 |
Estate Planning Details You Might Have Forgotten
Even if you have the basics covered through a will or other documents, make sure you don’t forget some of the other key aspects of ...
Learn MoreOctober 14, 2015 |
Asset Protection Tips: Vet Your Advisors Carefully
Being aware of where you invest your money might seem like an obvious asset protection tip, but it’s one that bears repeating. Of course, you ...
Learn MoreOctober 13, 2015 |
Parental Leave and Business Succession
A leader’s primary contribution to a company is their availability and vision, this makes it important to plan ahead for maternity or paternity leave. Since ...
Learn MoreOctober 12, 2015 |
Quick Tips for Better Health Decisions
Using a healthcare power of attorney might seem emotionally exhausting when compared with a financial power of attorney, but it’s still a critically important document ...
Learn MoreOctober 9, 2015 |
What Do “Trigger” and “Elimination” Mean in Long-Term Care Insurance?
Whether you have just purchased it for yourself or for an aging parent, it’s important to understand the factors involved in a long-term care insurance ...
Learn MoreOctober 8, 2015 |
What’s a Grantor Trust?
A grantor trust means that the person who creates it is still responsible for estate tax and income tax purposes. The grantor also maintains ...
Learn MoreOctober 7, 2015 |
Tips for Funding a Succession Plan
It is not enough to think only about the people who might take over your business after you have stepped down or passed away- you ...
Learn MoreOctober 6, 2015 |
How Much Do Changing Laws Call For an Estate Plan Review?
While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to ...
Learn MoreOctober 5, 2015 |
Three Tips for Asset Protection Planning
Making sure you’ve reduced risks associated with your assets is an important part of your overall planning for finances and your estate. Read on to ...
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Recent Posts
The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income
Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...
<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...
<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth
Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...
<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
