June 28, 2018 |
Don’t Leave Out Estate Planning When You Are Separated
A legal separation presents immediate problems if you put your estate planning documents on pause and don’t take the time to protect yourself and ...
Learn MoreDon’t Leave Out Estate Planning When You Are Separated
A legal separation presents immediate problems if you put your estate planning documents on pause and don’t take the time to protect yourself and your loved ones.
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Blogs for June 2018
June 27, 2018 |
Your Legacy Is on The Line with Your Estate Planning
Your estate might end up being bankrupt unless you protect against very particular threats. Whether you are a family with plenty of wealth, a middle-class ...
Learn MoreJune 26, 2018 |
What Happens If You Rely on Beneficiary Designations Alone to Transfer Your Assets?
Are you concerned about what will happen to your assets after you pass away? If so, you may be ahead of the curve of many ...
Learn MoreJune 25, 2018 |
Give Plenty of Attention to Your Life Insurance Trust
Are you contemplating using a tool such as an irrevocable life insurance trust? You need the support of an attorney who has helped many other ...
Learn MoreJune 21, 2018 |
Don’t Allow This Mistake to Swallow Thousands of Dollars Out of Your Estate
The estate tax exemption is currently set at multiple million per person. While conventional planning techniques, at a very basic level, can cover you from ...
Learn MoreJune 20, 2018 |
Retirement Gender Gaps
A new Merrill Lynch study has found that women have to work harder than men. This is especially problematic given that longevity numbers for women ...
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June 19, 2018 | Retirement Planning
More Workers Are Concerned About Retirement Benefits Than Health Care Plans
Anyone who is looking forward to their future will be cognitive of how their retirement plan connects in with their overall financial goals and their ...
Learn MoreJune 18, 2018 |
Financial Matters You Must Consider in a Second Marriage
Day to day financial management, liabilities and assets are all of unique concern to people in second marriages or blended families. Whether you are remarrying ...
Learn MoreJune 14, 2018 |
Avoid These Financial Advisor Mistakes
Selecting a financial advisor, much like choosing an estate planning attorney, is a very personalized process and one that must be done with extra special ...
Learn MoreJune 13, 2018 | LTC
Don’t Forget to Plan for Long Term Care
It seems like every day you may hear about updates to Medicaid and Medicare, and many people who have scheduled meetings with estate planning attorneys ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
