May 31, 2017 |
Are You Making These Big Estate Planning Mistakes?
The most troubling aspect of mistakes made in the estate planning process is that it’s your beneficiaries who have to deal with the consequences of ...
Learn MoreAre You Making These Big Estate Planning Mistakes?
The most troubling aspect of mistakes made in the estate planning process is that it’s your beneficiaries who have to deal with the consequences of poor planning or no planning at all. Once you pass away, it is your loved ones who have to step in and manage your estate and any confusion associated with it. 
The good news is that many of these mistakes can easily be avoided by consulting with an experienced estate planning lawyer early on. Having a relationship with someone you can trust can benefit you tremendously when you have questions about how your shifting life circumstances will influence your future.
Schedule a meeting with a member of our advisory team
Blogs for May 2017
May 30, 2017 |
Could Partnership Income Tax Rules Help You with Estate Planning?
It’s no surprise to anyone who has engaged in the estate planning process already that there are plenty of strategies out there to help you ...
Learn MoreMay 29, 2017 |
Estate Planning Strategies You Can Still Consider While Waiting for Tax Reform
It is not yet clear how Congress will take action with regard to estate tax reform. It is extremely probable that estate tax reform will ...
Learn MoreMay 25, 2017 |
Protecting Your Retirement Accounts from Dementia
Advanced directives, trust agreements and durable powers of attorney are all used to help clients on a regular basis when that client is approaching older ...
Learn MoreMay 24, 2017 |
What to Watch Out for With Trust Mills
More than 10 years ago, a $110 million lawsuit was filed in Los Angeles Superior Court against an alleged trust mill. A trust mill, in ...
Learn MoreMay 23, 2017 |
What You Need to Know If You Intend to Work Longer
Up to two-thirds of baby boomers intend to work beyond age 65. Some of these never expect to retire at all. Some of the most ...
Learn MoreMay 22, 2017 |
How Are You Going to Pay for Long-Term Care?
Plenty of statistics indicate that up to 70% of Americans will need long-term care at some point in time. Just one significant long-term care event ...
Learn MoreMay 18, 2017 |
Growing Retiree Population Expected to Create Investment Return Drag
A new study indicates that there’s an even better reason to try to save more for retirement. Research presented by the Center for Retirement Research ...
Learn MoreMay 17, 2017 |
New Retirement Study Identifies That Half of Retirees Expect to Work Part-Time
A new study conducted by the TransAmerica Study for Retirement Studies identified that up to two-thirds of baby boomers intend to work beyond age 65. ...
Learn MoreMay 16, 2017 |
Nearly 70% of Americans Will Need Long Term Care at Some Point
There is a good chance that you’ll need help at some point in the future with everyday tasks like eating, dressing and bathing. You may ...
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Recent Posts
Your Tax Return Is a Roadmap: What to Review Before Year-End
Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...
<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture
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<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
