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Article-96304

May 21, 2019 |

What is a Letter of Intent?

If you’ve ever thought about estate planning before or even put together some of the key documents, you might still have questions about how to ...

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Article-96301

May 20, 2019 |

Could My Loved One Bring a Will Challenge?

You start your estate planning process with the best of intentions, thinking carefully about who you want to include and what you’d like them to ...

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Article-96293

May 14, 2019 |

Yes, Estate Planning is for You

For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich ...

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Article-96296

May 13, 2019 |

Does a Will Distribute All of My Assets?

If you’ve printed out a basic will, signed it, stored it, and then forgotten about it, this could set your loved ones up for challenges ...

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Article-96285

May 9, 2019 |

Proposed IRA Stretch Law Which Could Cost You & Your Kids Lots of Money

Congress has a way of keeping things interesting, don’t they? HR 1994 is also known as the SECURE act. SECURE stands for “Setting Every Community ...

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Article-96282

May 8, 2019 |

Do I Need to Update My Will If I Move to A New State?

If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new ...

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Article-96279

May 7, 2019 |

Does the State Get Everything If I Pass Away Without A Will?

There are plenty of different reasons to use an estate planning lawyer to help you write a will, but worrying about the state claiming entitlement ...

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Article-96275

May 6, 2019 |

If You Have Children, You Need A Will

You might have heard in the past that it is extremely important to put together the most basic of estate planning tools; a will if ...

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Article-96272

May 1, 2019 |

Billionaires Are Living Longer: What Does This Mean for Estate Planning?

Tom Benson passed away in 2018 at age 90. He left behind a significant empire that included multiple car dealerships and two professional sports teams ...

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Article-96268

April 29, 2019 |

Did You Do Your Part for April’s Financial Literacy Month?

According to Schwab’s 2017 Modern Wealth Survey, plenty of people are simply uncomfortable talking about their finances with their family and friends. However, if any ...

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<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>