June 21, 2017 |
The Most Fundamental Error You Can Make in the Estate Planning Process
Far too many studies show that Americans who are most in need of estate planning have done absolutely nothing to protect themselves. Some of ...
Learn MoreThe Most Fundamental Error You Can Make in the Estate Planning Process
Far too many studies show that Americans who are most in need of estate planning have done absolutely nothing to protect themselves. Some of the most common estate planning mistakes can have a significant impact not just on you but also on your beneficiaries when you pass away.
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Blog
June 20, 2017 |
Tips for Making Any Retirement Goals Stick
Planning ahead for your retirement is important in conjunction with your estate planning. A study by Fidelity Investments recently identified that up to one-third ...
Learn MoreJune 19, 2017 |
The Benefits of In-Home Care for Seniors When Compared with Nursing Homes
As you or your elderly parents age, there will frequently come a time when a new level of care becomes important. This is the appropriate ...
Learn MoreJune 15, 2017 |
Planning for Better Health and Retirement
If you are not saving enough for your retirement, then you might want to consider adjusting your health and exercise habits to allow you ...
Learn MoreJune 14, 2017 |
Why You Need Advanced Planning If You Are an Art Collector
Being an art collector can be a hobby that you work on over the course of your life. Many art collectors discover, however, that their ...
Learn MoreJune 13, 2017 |
Here’s What to Cover in Your Mid-Year Estate Planning Analysis
It’s the middle of the year which seems like a great time to mentally check out and go on vacation. However, it’s appropriate to conduct ...
Learn MoreJune 12, 2017 |
Asset Protection Planning Beyond the Traditional Trust
Most people who understand the basics of asset protection probably have a revocable trust that can be easily changed and will eliminate the need ...
Learn MoreJune 7, 2017 |
New Study Shows that Retirees Give Adult Children up to $6800 Every Year
Under the gift tax, certain amounts of money can be given as an individual or as a married couple without the consequences of direct ...
Learn MoreJune 6, 2017 |
Five Estate Planning Issues You Must Consider with a Second Marriage
Getting married for a second or third time is increasingly common in the United States. However, the complicated estate planning and financial issues can be ...
Learn MoreJune 5, 2017 |
New Aging in America Study Results
A new study has analyzed data on aging in the U.S. and how people nearing retirement feel about it overall. Plenty of government data ...
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Recent Posts
The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy
Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...
<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know
Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...
<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate
Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...
<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
