October 12, 2016 |
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You have probably spent a fair amount of time accumulating things in your life. A home, a vehicle, books, music, photos, family collections and heirlooms ...
Learn MoreOctober 12, 2016 |
You have probably spent a fair amount of time accumulating things in your life. A home, a vehicle, books, music, photos, family collections and heirlooms ...
Learn MoreOctober 11, 2016 |
One of the most common reason for someone to set up a meeting with an estate planning attorney is due to the birth of a ...
Learn MoreOctober 10, 2016 |
Was the last time you took a look at your estate plan when your kids were born? Perhaps when you got your first mortgage and ...
Learn MoreOctober 6, 2016 |
If you’ve previously used one estate planning attorney for both you and your spouse, it may be a new opportunity to shop around and identify ...
Learn MoreOctober 5, 2016 |
There are three major benefits to getting your estate planning done in a timely manner that are not often talked about. Read on to learn ...
Learn MoreOctober 4, 2016 |
Both estate planners and financial advisors work with a broad range of clients. Elderly and aging clients, however, can present unique challenges in the event ...
Learn MoreOctober 3, 2016 |
According to a recent compromise with Chris Christie and New Jersey Governments, the New Jersey estate tax will likely soon be repealed by 2017. Many ...
Learn MoreSeptember 29, 2016 |
There’s a good chance you have some opinions one way or another about what you want to do with your estate planning, but this should ...
Learn MoreSeptember 28, 2016 |
Hillary Clinton and Donald Trump unsurprisingly have completely different plans for the country’s estate tax. While Trump wants to kill the estate tax, Clinton hopes ...
Learn MoreSeptember 27, 2016 |
When it comes to the process of financial or estate planning, the focus will usually be on preparing you for the future. There are certainly ...
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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>
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>
Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...
<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>