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Article-4404

July 27, 2016 |

Planning Mistakes to Avoid if You Have a Special Needs Child

There are several different mistakes you can avoid when setting up future plans for your disabled child. An individual with special needs will have concerns ...

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Article-4399

July 25, 2016 |

Key Steps to Take to Improve Your Retirement and Estate Planning Outlook

When you are approximately five years away from retirement, you need to make sure you follow the five steps below in order to protect your ...

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Article-4394

July 21, 2016 |

The Pros and Cons of Living Trusts vs. Wills

Wills and trusts are both essential estate planning tools. A living trust cannot address everything like naming a guardian for your minor children, so even ...

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Article-4391

July 20, 2016 |

Using a Will Can Help to Eliminate Confusion

While many people understand the benefits of having a will, they still avoid putting one together. Without a will, all of your heirs may become ...

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Article-4387

July 19, 2016 |

What You Should Know About Retirement & Planning and Alzheimer’s

If you believe that you have an elderly loved one possibly impacted by Alzheimer’s, it is important to consider this as a unique opportunity for ...

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Article-4384

July 18, 2016 |

Should You Be Concerned About the New Nevada Commerce Tax?

Nevada has recently instituted a new tax referred to as the commerce tax. This tax is calculated on any gross receipts higher than $4 million ...

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Article-4381

July 14, 2016 |

What’s the Problem with Outright Distributions and Gifts?

 If you’re thinking about passing on parts of your estate to your beneficiaries, this is certainly a worthwhile goal but it’s one that should be ...

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Article-4376

July 13, 2016 |

Are You Prepared to Deal with Critical Illness?

Most people are aware of the benefits of saving for retirement, or even setting up a meeting with an estate planning attorney. But what about ...

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Article-4373

July 12, 2016 |

The Concerns of the Sandwich Generation

Everyone can benefit from estate planning, but this is especially true for adult children who find themselves sandwiched between caring for their own young children ...

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Article-4370

July 11, 2016 |

What Is a Simple Will?

Most people will benefit from having the basic estate planning document known as a simple will. It might seem like it’s too overwhelming of a ...

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Recent Posts

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

2026 Tax Deadline Guide: Key Dates Every Individual and Business Owner Should Know

Stay organized in 2026 with this complete guide to personal and business tax deadlines. Avoid penalties and plan ahead with confidence. Tax planning is most ...

<p>The post 2026 Tax Deadline Guide: Key Dates Every Individual and Business Owner Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>