April 13, 2021 |
What to Bring to Your First Estate Planning Lawyer Meeting
So you just set up a time to meet with an estate planning lawyer- now what? What do you need to think about in advance ...
Learn MoreWhat to Bring to Your First Estate Planning Lawyer Meeting
So you just set up a time to meet with an estate planning lawyer- now what? What do you need to think about in advance or prepare to bring with you to that first meeting?
The important thing is that you’ve already taken the step to meet with a professional about how to align your estate planning goals with available strategies. 
Schedule a meeting with a member of our advisory team
Blogs for April 2021
April 8, 2021 |
Shorting Stocks and the Open Market
In 1984, 33-year-old Gary Kusin started an educational software retailer named Babbage’s. Started in Dallas, Texas, Babbage’s quickly expanded from educational software to focusing on ...
Learn MoreApril 6, 2021 |
Can I Leave Behind an Unequal Inheritance?
Do you have questions about leaving behind unequal amounts or assets for your loved ones? It might be simpler for the vast majority of older ...
Learn MoreApril 5, 2021 |
What Do I Need to Do to Amend a Revocable Living Trust?
The very definition of a revocable trust means that you are able to make changes to it in a few different ways. You can, for ...
Learn MoreApril 2, 2021 |
Tales from the Crypto: How to Think About Bitcoin
“Everything you don’t understand about money combined with everything you don’t understand about computers.”—HBO’s Last Week Tonight with John Oliver, March 11, 2018 Bitcoin and ...
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Recent Posts
Selling a Business? The Financial Planning Should Start Long Before the Sale
Selling a business is more than a transaction. Learn why business owners should plan early for valuation, taxes, succession, estate planning, investment of sale proceeds, and life after the exit. For many entrepreneurs, selling a business represents the culmination of years—or decades—of hard work. But the financial impact of a sale can extend ...
<p>The post Selling a Business? The Financial Planning Should Start Long Before the Sale first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why
Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...
<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
