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Article-95596

March 20, 2018 |

Avoid the Mistake of Leaving Behind a Messy Estate

Perhaps the best test of how much you care about your survivors and the legacy you’ll leave behind is the organization of your estate. There ...

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Article-95592

March 19, 2018 |

You Can’t Count on Luck in The Retirement Planning Process

There are several steps that you should always keep in mind when trying to balance retirement, college savings, estate planning and all of your other ...

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Article-95589

March 15, 2018 |

Gary Coleman’s Messy Estate Provides Lessons for Others

The child actor popular on the show, Diff’rent Strokes, passed away in 2010 in Utah. His less than perfect estate plan provides critical lessons for ...

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Article-95587

March 14, 2018 |

Protection Becoming Key in the Estate Planning Process

Inheritance is set to increase significantly in the coming years and baby boomers will now be passing on record amounts of wealth to their younger ...

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Article-95585

March 13, 2018 |

Don’t Allow Your Estate Plans to Lapse with Life Changes

You need to ensure that your estate plan incorporates unique considerations about changes in your life. Far too many people create their estate plan once ...

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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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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>