July 19, 2018 |
New Study Shows That Many People Expect to Delay Retirement
Plenty of Americans have not started the process of retirement planning at all or admit that they feel that they are in over their head ...
Learn MoreNew Study Shows That Many People Expect to Delay Retirement
Plenty of Americans have not started the process of retirement planning at all or admit that they feel that they are in over their head and haven’t set aside enough money. With increasing longevity numbers and rising cost of long term care, retirement planning has become increasingly important.
However, a new study completed by Northwestern Mutual indicates that many people expect to delay their retirement years as a result of financial concerns. This comes from the 2018 planning and progress study known as Living Long and Working Longer, which discusses some of the long term financial security threats currently facing the older generation. 
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July 18, 2018 |
Anthony Bourdain’s Will Could Be Open to Legal Dispute
A trust was initially created for the daughter of the celebrity chef who recently passed away. However, if the divorce wasn’t finalized, the ex-wife may ...
Learn MoreJuly 17, 2018 |
Can Probate Really Take as Long as Six Months?
One of the most common reasons for people to initiate the estate planning process early on is to avoid the process of probate. Probate is ...
Learn MoreJuly 16, 2018 |
What Makes Baby Boomer and Millennial Women Different with Regard to Wealth Planning?
Whether it’s planning for your own retirement or even setting aside time to think about your legacy plan with your estate, you need to ensure ...
Learn MoreJuly 12, 2018 |
Stan Lee’s Elder Abuse Conflict Holds Lessons for Estate Planning
Everyone can benefit from estate planning and every so often, there is a celebrity controversy or story that shows the challenges of financial predators ...
Learn MoreJuly 11, 2018 |
A New Generation of Those Set to Receive Assets Should Be Prepared with Estate Planning
More than $30 trillion will be transferred from baby boomers to future generations in the coming years, but most of this younger generation is not ...
Learn MoreJuly 10, 2018 |
Be Prepared to Tell Your Representatives What Is involved in Settling an Estate
Are you thinking about appointing someone to handle your estate after you pass away? This is a wise decision and one that should be discussed ...
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July 9, 2018 | Estate planning
What to Know About Telling Your Kids After You Have Done Your Estate Planning
Estate planning is a very personal process but because of that, many people choose to put it off until it is too late. Thereby, leaving ...
Learn MoreJuly 5, 2018 |
Don’t Skip Out on Business Succession Planning Issues
Even if you have an individual estate plan, it is not enough if you also own a company. Many different challenges can befall your family ...
Learn MoreJuly 4, 2018 |
Make Sure You Include a Living Trust as Part of Your Retirement Planning
Have you ever heard about how a living trust can help you to accomplish your estate planning goals? Many people know that trusts are one ...
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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>
