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 ...
Learn MoreMay 21, 2019 |
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 ...
Learn MoreMay 20, 2019 |
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 ...
Learn MoreMay 14, 2019 |
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 ...
Learn MoreMay 13, 2019 |
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 ...
Learn MoreMay 9, 2019 |
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 ...
Learn MoreMay 8, 2019 |
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 ...
Learn MoreMay 7, 2019 |
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 ...
Learn MoreMay 6, 2019 |
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 ...
Learn MoreMay 1, 2019 |
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 ...
Learn MoreApril 29, 2019 |
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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Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<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>