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Article-95233

September 12, 2017 |

Live a More Purposeful Life by Planning Ahead for Your Legacy

Planning your wishes for end of life concerns is never an easy prospect to consider. However, it gives you clarity on how to live your ...

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Article-95230

September 11, 2017 |

Putting Together an Appropriate Financial Plan for a Child with Special Needs

Most parents recognize that they need to consider their estate plan in terms of how to protect their children in the future. But when your ...

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Article-95227

September 8, 2017 |

Common Retirement Savings Account Has a Big Catch for High Earners

  The Roth IRA is one of the most popular accounts that allow people to invest tax-free for their retirement. However, if people earn too ...

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Article-95224

September 7, 2017 |

More Than Half of Americans Between the Ages of 57 and 61 Spend Time in a Nursing Home

  You might assume that you are still in relatively good health and facing low chances of being put inside a nursing or retirement home. ...

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Article-95221

September 6, 2017 |

New Study Shows a Connection Between Retirement, Savings and Mental Health

Looking down the road to retirement? You’ve probably considered a broad range of issues, including what you’ve saved so far, what you might need for ...

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Article-95217

September 5, 2017 |

Tips for Families with Large Wealth for Charitable Giving

A family that has amassed a significant amount of wealth will have special planning considerations that should be addressed directly by an estate planning attorney. ...

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Article-95213

August 31, 2017 |

Are You Making This Major Medicaid Planning Mistake?

Medicaid is one of the most important governmental service programs that comes into effect when a person no longer has the assets required to pay ...

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Article-95210

August 30, 2017 |

How Millennials and Young Adults Can Also Benefit from Estate Planning

Say the words estate planning and the typical connotation is someone approaching retirement or thinking about approaching the end of their life. However, estate planning ...

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Article-95207

August 29, 2017 |

Is It a Good Idea to Leave a Home to Your Loved Ones While You Are Still Alive?

As more baby boomers are heading into retirement on a daily basis, common questions emerge regarding estate planning. One of the most common concerns for ...

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Article-95203

August 28, 2017 |

You Need to Ensure That Your Estate Plan is Accessible

Doing all of the necessary work to put your things in order and to ensure that you have carefully considered all of the different tools ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

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>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<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>