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Blog

Article-95954

September 27, 2018 |

Drawing a Connection Between Dementia and Financial Planning

It can be very difficult to understand the teamwork approach required to protecting yourself in the age of dementia. The very concept of financial or ...

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Article-95951

September 26, 2018 |

Should You Share Your IRA Beneficiary Form Information with Your Financial Advisor?

Who needs to know what you’ve included on beneficiary forms? How does this make your estate planning easier or harder?  An advisor who is not ...

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Article-95945

September 25, 2018 |

Understanding the Power of Charitable Giving Options Following Tax Reform

Tax reform can have far reaping changes, impacts, and considerations for families who were thinking about or who are already involved in charitable giving. Understanding your ...

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Article-95941

September 24, 2018 |

Planning for the Future of Your Minor Children

Most people hope that they live to see their children well into adulthood. And grasping the possibility that this might not happen is difficult at ...

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Article-95938

September 20, 2018 |

What Surviving Spouses Must Be Prepared to Do Immediately After Losing A Loved One

Does your estate plan tie in directly with that of your spouse? This is one of the most common approaches to estate planning, but it ...

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Article-95935

September 19, 2018 |

How Can Better Financial Literacy Assist You with Your Estate Planning?

Do you have your finances in order? Do you know where you’d start if you wanted to make this a goal for the future? Most ...

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Article-95932

September 18, 2018 |

Make a Plan to Manage Your Loved One’s Digital Estate

Within an estate, some of the most important assets you want to list might be physical. But they also could be harder to tap into, ...

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Article-95929

September 17, 2018 |

Care for Your Pet Can Be Incorporated into Your Estate Planning

Most people care a great deal about their furry friends and consider them family members, which is why estate planning for your pets is so ...

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Article-95924

September 13, 2018 |

Should I Put My Child on My House Title?

Are you thinking about estate planning and real estate and planning to add a child to the house title? Many people may miss out on ...

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Article-95921

September 12, 2018 |

Aretha Franklin’s Death Highlights Estate Planning Concerns

Every time that a celebrity passes away, it provides an important opportunity to understand their estate planning dos and don’ts. All too often, even those ...

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Recent Posts

How Do You Know When You Can Retire?

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>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<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>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

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>