Are Regular Wills and Living Wills the Same Thing?
Estate planning attorneys often receive questions about what a living will is. Many people are under the assumption that a basic will or a simple …
Estate planning attorneys often receive questions about what a living will is. Many people are under the assumption that a basic will or a simple …
In addition to managing your financial affairs on a day to day basis, an individual appointed to represent you can also take steps to implement …
In order to appropriately engage talent and retain quality employees, your succession plan must be both transparent and authentic. Many things about the modern …
Most people who have never engaged in the process of asset protection planning before may wait until it is too late to take appropriate action. …
When you think of estate planning, there’s a good chance that a will or a trust comes to find. While crucial components of your plan, …
Everyone should be concerned with protecting assets even if you do not believe that you currently have an estate big enough to warrant protection. Of …
One of the primary reasons that most individuals consider putting together a will is because they have personal property they would like to bequeath to …
There are many different reasons to approach the subject of business succession planning. It gives you greater peace of mind and clarity about the future …
Many families believe they don’t have to worry about estate taxes because they don’t believe they owe that much. Unfortunately, individuals may not realize that …
In early August the Treasury Department issued proposed regulations that eliminate or restrict valuation discounts on family owned business under Internal Revenue Code Section 2704. …
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From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>