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Article-4800

February 9, 2017 |

How to Find Retirement Volunteer Opportunities

Many individuals approaching retirement have spent many years saving for this opportunity and have adjusted their estate planning documents to reflect their retirement goals. However, ...

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Article-4797

February 8, 2017 |

Six Reasons Why You Need a Revocable Living Trust

A revocable living trust affords many different benefits for the people who choose to use it.   There are six primary reasons why a living ...

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Article-4794

February 7, 2017 |

Don’t Let Estate Planning Seem Overwhelming to You

Many people dread the thought of approaching their estate planning. It’s an uncomfortable reminder that we are all limited by our own mortality, but there ...

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Article-4791

February 6, 2017 |

Major Life Changes That You Need to Incorporate into Your Estate Plan

Anytime that a major life change happens, it’s a good opportunity to schedule a meeting with your current estate planning attorney. If you don’t have ...

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Article-4788

February 2, 2017 |

What Americans Need to Know About the Rising Cost of Long-Term Care

Do you have plans for what would happen to you if you were to become incapacitated? Many people are under the impression that long-term care ...

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Article-4785

February 1, 2017 |

Does Experience Really Matter in an Estate Planning Attorney?

If you’ve come to terms with the fact that you need an estate plan and that you should hire an attorney to help you craft ...

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Article-4782

January 31, 2017 |

Benefits of a Simultaneous Death Clause

No one expects to pass away suddenly, and most people don’t expect to pass away at the same time as their spouse. However, this can ...

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Article-4779

January 30, 2017 |

Using a Durable Power of Attorney

There are certain situations in life in which you may want someone else to make decisions on your behalf. Without a legal document, your intentions ...

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Article-4775

January 26, 2017 |

Some Tips for Bringing Debt into Retirement

Most people approaching retirement age admit they have struggled with thinking ahead not just about life beyond their working years but also about how to ...

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Article-4772

January 25, 2017 |

Top Estate Planning Terms You Need to Know

Delving into the process of estate planning might feel overwhelming if you’re not sure what the various terms mean. Read on to get a glossary ...

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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>