10.16.2015
Be Aware of Estate Planning Across State Lines
It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming …
Be Aware of Estate Planning Across State Lines
It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming to us with assets in multiple states, all of which must be addressed properly in an estate plan. 
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Blog
10.15.2015
Estate Planning Details You Might Have Forgotten
Even if you have the basics covered through a will or other documents, make sure you don’t forget some of the other key aspects of …
10.14.2015
Asset Protection Tips: Vet Your Advisors Carefully
Being aware of where you invest your money might seem like an obvious asset protection tip, but it’s one that bears repeating. Of course, you …
10.13.2015
Parental Leave and Business Succession
A leader’s primary contribution to a company is their availability and vision, this makes it important to plan ahead for maternity or paternity leave. Since …
10.12.2015
Quick Tips for Better Health Decisions
Using a healthcare power of attorney might seem emotionally exhausting when compared with a financial power of attorney, but it’s still a critically important document …
10.09.2015
What Do “Trigger” and “Elimination” Mean in Long-Term Care Insurance?
Whether you have just purchased it for yourself or for an aging parent, it’s important to understand the factors involved in a long-term care insurance …
10.08.2015
What’s a Grantor Trust?
A grantor trust means that the person who creates it is still responsible for estate tax and income tax purposes. The grantor also maintains …
10.07.2015
Tips for Funding a Succession Plan
It is not enough to think only about the people who might take over your business after you have stepped down or passed away- you …
10.06.2015
How Much Do Changing Laws Call For an Estate Plan Review?
While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to …
10.05.2015
Three Tips for Asset Protection Planning
Making sure you’ve reduced risks associated with your assets is an important part of your overall planning for finances and your estate. Read on to …
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Recent Posts
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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>
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<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
