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 ...
Learn MoreWhat 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 provide instructions regarding the services or treatment that a person wants to have or wants to refuse to have during a mental health crisis. 
These choices could significantly influence the type of psychiatric care available to the patient but this becomes very important when a mental health crisis emerges and the patient is no longer able to speak up for themselves.
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Blogs for June 2020
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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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 ...
Learn MoreJune 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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Recent Posts
Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility
Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...
<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners
For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...
<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New State Retirement Plan Requirements for Small Businesses in New Jersey and New York
Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...
<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
