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Blog

Article-95582

March 12, 2018 |

Protecting Your Assets Must Include a Basic Estate Plan

Although more people are recognizing the value of a simple estate plan, asset protection planning is also garnering popularity among people who are accumulating significant ...

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Article-95577

March 8, 2018 |

What Future Heirs Can Anticipate Doing with A Sudden Cash Windfall

Those who want to pass on assets spend a lot of time determining who should get what, but this means that sometimes how that person ...

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Article-95574

March 7, 2018 |

Should You Pay Off Your Home Equity Loan as An Estate Planning Method?

Given the new updates in tax laws that have occurred recently, many people are looking into different strategies that could help benefit them and their ...

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Article-95571

March 6, 2018 |

Majority of Adults Expect to Update Their Financial Plans with New Laws

The previous tax laws were in place for so long that you might have neglected updating your estate plan because you felt there was no ...

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Article-95568

March 5, 2018 |

Is Not Avoiding Probate a Huge Mistake on Your Part?

When assets pass to others through a will, this means that your estate goes through the probate process. Probate can be very time consuming and ...

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Article-95564

March 1, 2018 |

Just How Important Is an Advanced Health Care Directive?

All of your estate planning materials should be drafted by an experienced estate planning attorney and reviewed on a regular basis. Financial planning, estate planning ...

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Article-95562

February 28, 2018 |

Most Common Estate Planning Mistakes Related to Beneficiaries

Far too many people make mistakes related to their beneficiaries on their bank accounts, retirement accounts or life insurance policies. These mistakes usually end up ...

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Article-95559

February 27, 2018 |

What Doctors Need to Know About Estate Planning

Most doctors are hesitant about unnecessary paperwork in their life but because of this, they avoid taking on critical planning responsibilities as it relates to ...

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Article-95556

February 26, 2018 |

What Unexpected Caregivers Need to Know

Some people may not anticipate being a caregiver in the future, but that’s something they need to check in with their parents about. Adult children ...

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Article-95552

February 22, 2018 |

Millennials and Estate Planning Must Mix

Millennials and estate planning sounds like it might not necessarily go together but far too many millennials jump to this conclusion and their family members ...

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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>