December 21, 2017 |
New Study Shows That Younger Caregivers Face Challenges
Many adult children are now looking to step in and help their elderly loved ones with managing illness or disability. This requires a lot of ...
Learn MoreNew Study Shows That Younger Caregivers Face Challenges
Many adult children are now looking to step in and help their elderly loved ones with managing illness or disability. This requires a lot of adjustment, not just on the part of the caregiver but on the part of the person receiving support as well. 
A family member who needs support may cause sudden and long-lasting impacts on your family, dealing with the implications of such an illness and what it means for the future as well as adjustments in your career.
Schedule a meeting with a member of our advisory team
Blog
December 20, 2017 |
Estate Planning and the Opioid Crisis
The opioid crisis has significantly affected many families across the country. The growing epidemic of addiction is also changing the need for estate planning. ...
Learn MoreDecember 19, 2017 |
The Value of Leaving a Structured Plan Behind for Your Children
Far too many people put off the estate planning process for way too long and end up leaving behind a mess for their children. ...
Learn MoreDecember 18, 2017 |
Making A Meaningful Gift to Your Child’s College Savings Fund
Passing things on to future generations is a common concern for many people interested in protecting their loved ones, but for a meaningful gift this ...
Learn MoreDecember 14, 2017 |
Top End of Life Documents You May Need
Most people already know that their last will and testament is the cornerstone of their financial and estate plan. However, many consumers don’t have ...
Learn MoreDecember 13, 2017 |
Elder Fraud on The Rise-Up To $36 Billion
A recent study found that three out of ten state securities regulators have seen an increase in elder fraud complaints and cases. Many people are ...
Learn MoreDecember 12, 2017 |
Do You Have to Update Estate Planning Documents When You Move?
Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...
Learn MoreDecember 11, 2017 |
Proper Buckets for Your Retirement Planning & Estate Planning
The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can give away to ...
Learn MoreDecember 7, 2017 |
Hugh Hefner’s Unique Estate Planning Strategy
Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...
Learn MoreDecember 6, 2017 |
Don’t Make this Trust Mistake
Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...
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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
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<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>
