November 29, 2017 |
What Makes IRAs Different from Other Types of Inherited Assets?
Passing on an IRA is different from stipulating another piece of property in your estate planning materials like a will to pass on to someone ...
Learn MoreWhat Makes IRAs Different from Other Types of Inherited Assets?
Passing on an IRA is different from stipulating another piece of property in your estate planning materials like a will to pass on to someone else if something happens to you. IRAs are managed differently and there are a complex set of regulations involved in this process. 
There are a few different ways that IRAs may surprise you in terms of how they are classified and how they impact your beneficiaries. These include:
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Blog
November 28, 2017 |
What You Need to Know About Updating Transfer on Death Deeds
One common question that people present to their estate planning attorney is whether or not they can revoke or change the transfer on death deed ...
Learn MoreNovember 27, 2017 |
Three Key Things Your Retirement Plan Should Include
When putting together a retirement plan, it’s common to focus on how much your income you tend to generate before and during retirement and while ...
Learn MoreNovember 23, 2017 |
A Married Couple? You Still Need a Power of Attorney
Most people fall for the impression that your estate planning starts and ends with your will because it is one of the most important and ...
Learn MoreNovember 22, 2017 |
Four Tips to Remember in The Process of Business Succession Planning
Whether it’s a family owned business or a company that you have purchased, you need to be prepared for the process of succession planning shortly ...
Learn MoreNovember 21, 2017 |
Transamerica Study Shows Five Biggest Retirement Fears for Americans
A recent study completed by Transamerica identified that even though retirement can be an exciting time, it is also one that provokes anxiety and fear ...
Learn MoreNovember 20, 2017 |
New Estate Tax and Gift Tax Thresholds Released for 2018
Every year the IRS evaluates inflation information to determine whether or not the gift and estate tax thresholds need to be boosted. The estate tax ...
Learn MoreNovember 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 ...
Learn MoreNovember 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 ...
Learn MoreNovember 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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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
