Article-97449

November 2, 2020 |

What Makes Elder Law Distinct from Estate Planning?

What happens to your assets as you get older is of chief concern not just for estate planning purposes but also for your own elder ...

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Article-97446

October 20, 2020 |

Merging Two Families? Don’t Forget Your Finances

Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all new marriages in ...

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Article-97443

October 19, 2020 |

A Plan for an Intentional Retirement

Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of ...

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Article-97433

October 14, 2020 |

Advanced Estate Plan Strategies Aligned with Low Interest Rates

The current environment of your state and the federal economy and relevant laws can help you to determine whether or not your estate plan meets ...

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Article-97425

October 6, 2020 |

Checking Out of a Relationship or Home? Time for a Checkup!

In normal times and especially in a pandemic, many people use natural pause points to take stock of their lives and determine their next moves. ...

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Article-97389

September 24, 2020 |

How Much Does an Agent Get Paid for Power of Attorney Services?

If you intend to appoint another person to serve as your attorney in fact or agent for health care, it can be confusing to determine ...

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Article-97392

September 23, 2020 |

How Does Undue Influence Impact an Estate Plan?

Undue influence happens when an outside party exerts pressure on an individual causing that individual to adjust their estate plans to the benefit of the ...

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Article-97376

September 21, 2020 |

Get an Attorney to Review Your POA Document

Has someone you know asked you to execute a power of attorney that names you as their agent? Never sign a power of attorney document ...

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Article-97372

September 17, 2020 |

Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?

A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the ...

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Article-97368

September 16, 2020 |

What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?

If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to ...

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Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch

Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...

<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<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>