Article-95428

December 19, 2017 |

The Value of Leaving a Structured Plan Behind for Your Children

  Far too many people put off the estate planning process for way too long and end up leaving behind a mess for their children. ...

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Article-95425

December 18, 2017 |

Making A Meaningful Gift to Your Child’s College Savings Fund

Passing things on to future generations is a common concern for many people interested in protecting their loved ones, but for a meaningful gift this ...

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Article-95422

December 14, 2017 |

Top End of Life Documents You May Need

  Most people already know that their last will and testament is the cornerstone of their financial and estate plan. However, many consumers don’t have ...

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Article-95419

December 13, 2017 |

Elder Fraud on The Rise-Up To $36 Billion

A recent study found that three out of ten state securities regulators have seen an increase in elder fraud complaints and cases. Many people are ...

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Article-95416

December 12, 2017 |

Do You Have to Update Estate Planning Documents When You Move?

Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...

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Article-95411

December 11, 2017 |

Proper Buckets for Your Retirement Planning & Estate Planning

The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can give away to ...

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Article-95407

December 7, 2017 |

Hugh Hefner’s Unique Estate Planning Strategy

Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...

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Article-95404

December 6, 2017 |

Don’t Make this Trust Mistake

  Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...

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Article-95401

December 5, 2017 |

Make Sure Your Retirement Planning Includes the Costs of Long Term Care

You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...

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Article-95398

December 4, 2017 |

Entering Retirement with Significant Debt May Affect Your Estate Plans

A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...

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<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>