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 ...
Learn MoreYes, 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 and famous often neglect their estate planning at the risk of their loved ones.
But smart future-focused people know that estate planning goes far beyond just protecting the assets of the wealthy. Estate planning accomplishes goals that affect you during your lifetime, too, especially as it relates to disability and incapacity planning.
Some of the other things you can accomplish with estate planning include:
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Blog
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 ...
Learn MoreMay 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 ...
Learn MoreMay 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 ...
Learn MoreMay 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 ...
Learn MoreMay 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 ...
Learn MoreMay 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 ...
Learn MoreApril 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 ...
Learn MoreApril 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, ...
Learn MoreApril 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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Recent Posts
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Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
