February 6, 2019 |
Leaving your Furniture on the Front Lawn?
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture ...
Learn MoreLeaving your Furniture on the Front Lawn?
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture on the front lawn when you got to your new home, would you? Creating a trust and not funding, or moving, your assets into the trust is very much like that.When looking into Estate Planning, a common misconception is that creating your trust/ signing your carefully planned trust documents is all that needs to be done. Whether you have a trust (revocable or irrevocable) or a will, it is crucial that you align yourassets with your trust.
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Blogs for February 2019
February 5, 2019 |
Can I Leave Frequent Flyer Miles Behind in My Estate Plan?
You might be able to include other assets outside traditional ones in your estate plan, including frequent flyer miles. Certain U.S. airlines will allow you ...
Learn MoreFebruary 4, 2019 |
What Was Left Behind by Famous People in U.S. History?
Ancestor.com’s U.S. probate and wills collection provides vast details about what people in the past left behind to their loved ones. Some of the most ...
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<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>
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<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>
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<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>
