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Article-5053

June 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 ...

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Article-5048

June 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 ...

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Article-5043

June 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 ...

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Article-5040

June 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 ...

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Article-5037

June 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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Article-5034

June 1, 2017 |

No Heirs? You Still Need to Plan an Estate

Not having any direct heirs might seem like an easy out when it comes to estate planning, but skipping over this process could be a ...

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Article-5030

May 31, 2017 |

Are You Making These Big Estate Planning Mistakes?

The most troubling aspect of mistakes made in the estate planning process is that it’s your beneficiaries who have to deal with the consequences of ...

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Article-5027

May 30, 2017 |

Could Partnership Income Tax Rules Help You with Estate Planning?

It’s no surprise to anyone who has engaged in the estate planning process already that there are plenty of strategies out there to help you ...

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Article-5024

May 29, 2017 |

Estate Planning Strategies You Can Still Consider While Waiting for Tax Reform

It is not yet clear how Congress will take action with regard to estate tax reform. It is extremely probable that estate tax reform will ...

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Article-5020

May 25, 2017 |

Protecting Your Retirement Accounts from Dementia

Advanced directives, trust agreements and durable powers of attorney are all used to help clients on a regular basis when that client is approaching older ...

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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>