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 ...
Learn MoreStan 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 and elder abuse. The 95-year-old creator of Marvel Comics, Stan Lee, has a fortune apparently under attack from financial predators. 
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Blogs for July 2018
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 ...
Learn MoreJuly 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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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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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
The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed
An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...
<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Happens to Your Financial Life When You Retire? A 12-Month Checklist
Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...
<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
