November 16, 2016 |
Why You Need an Estate Planning System
Once and done is a common rallying cry for online sites that promise you a template-generated will. However, it’s a big mistake to look at ...
Learn MoreWhy You Need an Estate Planning System
Once and done is a common rallying cry for online sites that promise you a template-generated will. However, it’s a big mistake to look at your estate planning in that manner. You could end up creating more hassle for yourself and for loved ones. There are many more advantages associated with an estate planning system, one that’s aligned with your individual needs and dreams. 
An estate planning system can be crafted with the help of an experienced lawyer. Working with a lawyer gives you the best possible chance to protect yourself and have the peace of mind that all aspects of your incapacity and after-death planning have been accomplished. Setting up a meeting once gets the ball rolling, but it’s your responsibility to follow-up at least on an annual basis to make sure your estate planning is in line with any life or policy changes.
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Blog
November 15, 2016 |
Year-End Planning and Trump’s Tax Plan: What You Need to Know
There’s always some concern during transition years that tax planning could be going through some major changes in the near future, prompting many to evaluate ...
Learn MoreNovember 14, 2016 |
Entrepreneur Estate Planning Tips
Many entrepreneurs have one thing in common: they tend to like to do everything by themselves, at least when the company is started. Over time, ...
Learn MoreNovember 10, 2016 |
What Trump’s Election Means for Wealth and Tax Planning
Now that Trump has been elected, it’s time to look forward to see what potential implications this has from a wealth and tax planning perspective. ...
Learn MoreNovember 9, 2016 |
Life Insurance Still Matters as Part of Your Estate Plan
Don’t make the mistake of assuming that life insurance is an entirely separate asset outside of your estate plan. Many people set up their life ...
Learn MoreNovember 8, 2016 |
New Study Shows That Pre-Retirees and Retirees Are Uncomfortable with Estate, Retirement & Investment Planning
Getting close to the point of retirement and thinking about it within the next five years should prompt discussions with these individuals about their next ...
Learn MoreNovember 7, 2016 |
Three Types of Powers of Attorney That You Should Be Aware of
A power of attorney refers to your written approval for someone else to act on your behalf in business, legal or private affairs. Many people ...
Learn MoreNovember 3, 2016 |
Estate Planning and Long-Term Care Go Hand in Hand
There’s no doubt that estate planning is an important part of your looking ahead in your own life and even to after what happens when ...
Learn MoreNovember 2, 2016 |
Don’t Forget the Founder’s Role in Business Succession Planning
Without a proper business succession plan, the very future of the company is in question. The entire business could even tank due to a lack ...
Learn MoreNovember 1, 2016 |
Why Worrying About Asset Protection Planning is Worth It
In today’s busy world it’s easy to overlook the numerous responsibilities that you have on your plate. Thinking about estate planning, running a business, managing ...
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Recent Posts
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>
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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>
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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>
