February 15, 2018 |
James Brown’s Estate Is Still Unsettled
Eleven years after the death of James Brown, his estate planning has fallen short in the plan to distribute his wealth efficiently. None of the ...
Learn MoreFebruary 15, 2018 |
Eleven years after the death of James Brown, his estate planning has fallen short in the plan to distribute his wealth efficiently. None of the ...
Learn MoreFebruary 14, 2018 |
You may not need to necessarily record a trust although an important component of your trust strategy is to fund it after you have ...
Learn MoreFebruary 13, 2018 |
When most people think of estate planning, they are looking at their individual opportunities available with putting together critical documents and strategies to protect ...
Learn MoreFebruary 8, 2018 |
Although in the previous three blogs, we’ve discussed getting rid of unnecessary paperwork and clutter after three months, one year and seven years, some ...
Learn MoreFebruary 7, 2018 |
It can be difficult to figure out which documents you’ll need to have on hand, which ones should be stored in a safe deposit ...
Learn MoreFebruary 6, 2018 |
Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so ...
Learn MoreFebruary 5, 2018 |
Many people worry about having the appropriate documents on hand. In this four-part series, we’ll explore the various issues associated with keeping documents so that ...
Learn MoreFebruary 1, 2018 |
Do you think you don’t need estate planning? Perhaps you did estate planning in the past, but you think that new high estate tax exemptions ...
Learn MoreJanuary 31, 2018 |
When a spouse passes away, it can be an alarming discovery to realize that they have more liabilities than they did assets. Paying off ...
Learn MoreJanuary 31, 2018 |
If you are using trusts as part of your estate planning strategy, you are engaging with one of the most powerful tools for enhancing your ...
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Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<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>
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<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>