November 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 MoreEntrepreneur 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, however, what tends to separate the extremely successful from the barely surviving is being able to tap into other resources and surrounding the entrepreneurial journey with a team of professional advisors who help him or her implement short and long-term strategy. 
Entrepreneurs have unique estate planning needs. In addition to thinking about the future of their own assets, it’s equally important to consider the future of the business, too. Finding the right estate planning attorney can have a big impact on an entrepreneur’s ability to plan. There are five primary tools that most entrepreneurs should consider when putting together their estate and their long-term business planning. Meeting with the right lawyer can help to identify the best opportunities to move forward with estate planning while keeping the future of the company in mind as well.
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Blog
November 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 ...
Learn MoreOctober 31, 2016 |
Key Documents for Avoiding Estate Planning Mistakes
There are always a handful of documents you should include in your estate plan to accomplish the most effective goals for you. This is true ...
Learn MoreOctober 27, 2016 |
Avoid These 10 Estate Planning Mistakes
Did you know there are a lot of mistakes you can make in your estate planning process? Thankfully, many of them can be avoided successfully ...
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<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>
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<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>
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<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>
