Article-96922

February 7, 2020 |

What Happens When You Fail at Market Timing?

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks ...

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Article-96919

February 5, 2020 |

How to Fit Your Stepkids Into Your Estate Plan

One of the most complicated facets of estate planning emerges when you’ve been married more than once or have children from a previous relationship. Naturally, ...

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Article-96916

February 4, 2020 |

Does an Executor of an Estate Have to Use an Attorney to Execute the Will?

When you are appointed as the executor of an estate, it is important to review the instructions from the person who created this document. When ...

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Article-96913

February 3, 2020 |

What Can You Learn from the Biggest Celebrity Estate Mistakes?

It seems like every few months another celebrity is covered in the news with an estate planning mess. With the recent passing of Kobe Bryant, ...

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Article-96910

February 1, 2020 |

Mind Your Business

What will happen to the family business when you’re not around? Simple, my children will take helm and run it JUST LIKE I DID! Are you ...

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Recent Posts

Your Tax Return Is a Roadmap: What to Review Before Year-End

Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...

<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Business Owners: Five Financial Conversations to Have Before December

Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...

<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture

Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...

<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>