Estate Planning: Make Sure You Have a Trust Protector
Appointing a trustee is an important evaluation that should involve careful consideration of a person’s ability to help serve in this role. If a trustee …
Appointing a trustee is an important evaluation that should involve careful consideration of a person’s ability to help serve in this role. If a trustee …
Keeping a family together requires talking and planning, and this is also essential when putting together your goals for your estate. In this process you …
Have you ever heard of Nevis Island before? It’s a no-tax offshore domicile within the country of St. Kitts and Nevis, which is totally independent. …
Setting a course for the future of your business involves looking well into the future. Difficulties can often act to narrow and constrict your long-term …
Being the parent of a child with special needs requires careful planning and consideration of the child’s future. It’s important to know many children with …
When a family member is looking at the need for long term care, it might seem overwhelming because there is so much material to …
It goes without saying that knowing one estate planning attorney does not mean you know them all. Finding the right mix of experience, expertise, …
Family business carries with it a unique set of responsibilities and requirements, and the story of Cloyce Box illustrates that clearly. Cloyce went from having …
We’ve talked about asset protection planning a fair amount on this blog, but that’s because it carries a message worth repeating: you’ve worked hard to …
With an aging baby boomer population, concerns about paying for long-term care are front and center for many people right now. This has also led …
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From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>