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Article-95369

November 16, 2017 |

Tips for Avoiding a Power of Attorney Dispute in The Estate Planning Stage

Drafting a power of attorney is a process often engaged in by someone who wants to protect themselves and potentially their finances or health care ...

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Article-95366

November 15, 2017 |

Is My Will a Shield Against Probate?

There are so many different myths out there surrounding the process of estate planning that it is often too late after someone realizes that a ...

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Article-95363

November 14, 2017 |

Probate 101: What You Need to Know to Conduct Your Estate Planning

Probate is the term for a legal procedure that is used to settle a decedent’s estate, when they have not taken the appropriate estate planning ...

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Article-95359

November 13, 2017 |

Do You Need a Digital Executor?

The concept of digital estate planning is becoming more popular in recent years because of the surge of online accounts and online assets that people ...

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Article-95355

November 9, 2017 |

How A Death in The Family Can Generate Challenges for Your Loved Ones

It is never easy to find yourself contemplating your own mortality. However, it can be made much easier by considering how failing to plan could ...

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Article-95352

November 8, 2017 |

What Are the Primary Purposes of a Will?

As the most basic of estate planning documents, most people will benefit from a will. There are a number of different goals that can be ...

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Article-95349

November 7, 2017 |

Small Estates Can Avoid Probate as Well

If you have a relatively simple estate and have already listed someone as a beneficiary on all of your investments and life insurance policies, you ...

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Article-95346

November 6, 2017 |

Estate Planning- A Good Idea Even If the Death Tax Ultimately Disappears

Are you currently following all the news about potential tax updates? If so, you’re not alone. Many people are expressing their concerns about whether or ...

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Article-95342

November 2, 2017 |

As the Retirement Age Gets Higher, Retirees Get Less Healthy

Currently, there are debates in the mix about raising the social security retirement age. However, researchers argue that this should factor in health trends for ...

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Article-95338

November 1, 2017 |

Avoid the Newest Form of Social Security and Medicare Scams

Unfortunately, elderly individuals are in the market for crucial government assistance programs such as social security and Medicare. Scammers recognize this and given the many ...

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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>