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Blogs for July 2018

Article-95805

July 12, 2018 |

Stan Lee’s Elder Abuse Conflict Holds Lessons for Estate Planning

   Everyone can benefit from estate planning and every so often, there is a celebrity controversy or story that shows the challenges of financial predators ...

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Article-95802

July 11, 2018 |

A New Generation of Those Set to Receive Assets Should Be Prepared with Estate Planning

More than $30 trillion will be transferred from baby boomers to future generations in the coming years, but most of this younger generation is not ...

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Article-95798

July 10, 2018 |

Be Prepared to Tell Your Representatives What Is involved in Settling an Estate

Are you thinking about appointing someone to handle your estate after you pass away? This is a wise decision and one that should be discussed ...

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Article-95796

July 9, 2018 | Estate planning

What to Know About Telling Your Kids After You Have Done Your Estate Planning

Estate planning is a very personal process but because of that, many people choose to put it off until it is too late. Thereby, leaving ...

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Article-95791

July 5, 2018 |

Don’t Skip Out on Business Succession Planning Issues

Even if you have an individual estate plan, it is not enough if you also own a company. Many different challenges can befall your family ...

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Article-95788

July 4, 2018 |

Make Sure You Include a Living Trust as Part of Your Retirement Planning

Have you ever heard about how a living trust can help you to accomplish your estate planning goals? Many people know that trusts are one ...

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Article-95785

July 3, 2018 |

Will Your Long-Term Care Planning Default Keep You from Proper Protection?

Most people assume that they do not need long term care planning in their overall estate planning. Since illness and death are both extremely difficult ...

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Article-95782

July 2, 2018 |

Buzz Aldrin Case Had Highlights Importance of Having Estate Planning Documents

A recent lawsuit filed in Florida was brought forward by an astronaut, Buzz Aldrin, who claims that his children have inaccurately accused him of having ...

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Recent Posts

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective

Recent U.S. strikes on Iran have increased geopolitical tension and market volatility. Here’s how energy, gold, the dollar, and equities are reacting—and why long-term investors ...

<p>The post How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the New FinCEN Residential Real Estate Reporting Rule

What Business Owners and Property Investors Should Know Before March 1, 2026 Effective March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) will implement a new residential real estate reporting rule that significantly expands ...

<p>The post Understanding the New FinCEN Residential Real Estate Reporting Rule first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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