March 1, 2017 |
Financial Advisor Stole Nearly $900,000
Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything ...
Learn MoreFinancial Advisor Stole Nearly $900,000
Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything you have worked so hard to build. Make sure you investigate the background of any professional you intend to work with so that you have peace of mind about your future.
It is always important to carefully vet and obtain references and testimonials for individuals that you wish to include in any aspect of your future such as your retirement planning, your financial planner, and your estate planning attorney. A new story has emerged indicating that an individual in New Jersey stole approximately $900,000 that a client had given that person to invest in mutual funds.
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Blog
February 28, 2017 |
Five Steps You Need to Take in Order to Manage Your Estate Planning Appropriately
Planning ahead for your own future can be difficult because many people do not want to come to terms with their own mortality. It can ...
Learn MoreFebruary 27, 2017 |
What Role Can a Financial Advisor Play in Your Estate Planning Process?
Estate planning is a comprehensive process that may involve multiple professionals who can assist you with determining the right strategies for planning ahead for your ...
Learn MoreFebruary 24, 2017 |
Asset Protection Planning in 2017 (“You & Your Taxes”, TV Asia)
How to Engage in Asset Protection Planning in 2017 See Neel Shah & Rohit Vyas discuss hot to protect your assets in 2017 on TV ...
Learn MoreFebruary 23, 2017 |
The Dangers of an ‘I Love You’ Will
In the event that you want to ensure that your spouse gets access to your wealth after your death, this may be referred to as ...
Learn MoreFebruary 22, 2017 |
Using a Trust with Special Purpose Language in Order to Protect Your Beneficiaries from Themselves
There are many different situations in which you may want to put together a trust that helps to protect your beneficiaries from hurting themselves in ...
Learn MoreFebruary 21, 2017 |
New Study Shows That 6 Out of 10 Adult Americans Don’t Have a Will
It’s never easy to think about the potential end of your life and putting together a will and other end of life documents. However, it’s ...
Learn MoreFebruary 20, 2017 |
Have You Planned for Your Digital Afterlife Yet?
Most people are aware of the major benefits of putting together a will to encompass their estate plans. However, have you thought about what might ...
Learn MoreFebruary 16, 2017 |
Disconnect Between Parents and Children on Estate Planning: New Study
Most people recognize what estate planning covers in a basic sense, but plenty of research shows that people have trouble following through on developing their ...
Learn MoreFebruary 15, 2017 |
Blended Families and Estate Planning: Looking Ahead
While estate planning is important for everyone, it’s extremely important if you have a blended family. One of the biggest reasons for this is that ...
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<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
