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Blog

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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Article-96263

April 24, 2019 |

Will Deferring My Social Security Payments Really Make A Difference?

Research shows that people who have average health and moderate levels of wealth will be better off deferring their Social Security benefits until age 70, ...

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Article-96260

April 23, 2019 |

You Do Have an Estate!

Many people are under the impression that if they do not have significant assets that meet the estate tax laws in their country that they ...

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Article-96256

April 22, 2019 |

Solving the Password Problem with Digital Estate Planning

In the digital stage, estate administration requires going one step further and ensuring that you have an appropriate strategy to share the passwords to your ...

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Article-96250

April 17, 2019 |

Are Baby Boomers Overconfident About Long Term Care Planning?

Too many baby boomers have looked ahead to plan for their retirement but have neglected how long term care expenses could influence their ability to ...

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Article-96253

April 16, 2019 |

Could Last-Minute Will Changes or Death Bed Gifts Cause Problems for Your Heirs?

The themes of making a last minute change to your will or changing a gift on your death bed might seem interesting or a great ...

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Article-96246

April 15, 2019 |

What to Remember When Selecting a Minor’s Guardian

A major concern for parents of minor children is who will be appointed in the will to take care of the child if the parents ...

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Article-96242

April 10, 2019 |

Did You Recently Move? You Need to Update Your Estate Planning Documents

If you recently moved to a new location from a different state, you need to make sure that your estate planning documents have been updated ...

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Recent Posts

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<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>

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<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>