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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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Article-5017

May 24, 2017 |

What to Watch Out for With Trust Mills

More than 10 years ago, a $110 million lawsuit was filed in Los Angeles Superior Court against an alleged trust mill. A trust mill, in ...

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Article-5014

May 23, 2017 |

What You Need to Know If You Intend to Work Longer

Up to two-thirds of baby boomers intend to work beyond age 65. Some of these never expect to retire at all. Some of the most ...

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Article-5010

May 22, 2017 |

How Are You Going to Pay for Long-Term Care?

Plenty of statistics indicate that up to 70% of Americans will need long-term care at some point in time. Just one significant long-term care event ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<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>