Article-97149

June 29, 2020 |

What Is a Psychiatric Advanced Directive?

Much like a health care power of attorney or a medical advanced directive, a psychiatric advanced directive is a legal document that is completed to ...

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Article-97138

June 26, 2020 |

A Post-65 Estate Planning Primer

Estate planning is not just for the elderly. It’s not even just for those who see retirement on the horizon. Estate planning makes sense for ...

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Article-97135

June 25, 2020 |

New Study Holds Promise for Seniors in Long Term Care

A recent research study from Simon Fraser University has important implications for one of the most common injuries that happen inside nursing homes: falls. Slip ...

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Article-97132

June 24, 2020 |

What 0.6% Interest Rates Mean for Your Estate Planning

 When interest rates adjust, you need to have in the back of your mind that it might be time to sit down and look at ...

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Article-97126

June 23, 2020 |

Update Your Planning If a Divorce Is on the Horizon

Have you recently filed for divorce or are you in the midst of the proceedings to legally end your marriage? It’s easy to feel like ...

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Article-97129

June 22, 2020 |

Have You Discovered Gaps in Your Financial Plans?

If you’ve done any financial planning at all, it’s common to feel like it’s a bit overwhelming to keep track of all the things you ...

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Article-97141

June 19, 2020 |

Tips for Preventing Sibling Arguments Over Your Estate Plan

The last thing you want is for your loved ones to end up in court battling over the terms of your estate. In addition to ...

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Article-97144

June 18, 2020 |

What’s the Appeal of Using a Trust?

A YouGov study found that over three quarters of Americans recognize that estate planning is essential but only 40% of people within the country do ...

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Article-97122

June 17, 2020 |

Have You Considered Your Chances of Disability?

Many people think of those who live with disabilities as people in older years or those who have been diagnosed with a disability at birth ...

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Article-97118

June 9, 2020 |

Don’t Forget a Tax Strategy for Your Stock Options

Executive compensation packages have increasingly included stock options in the last several years. This means that from an estate planning perspective, you must think carefully ...

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Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Tax Traps to Avoid in Your 30s, 40s, and 50s first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>