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
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>
Estate Planning Isn’t Just About Who Gets Your Money
Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...
<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How Much Cash Should a High-Net-Worth Family Actually Keep?
How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...
<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
