December 10, 2015 |
Estate Planning: How Couples Can Start Now
According to recent research by NerdWallet, only 2/3 of couples have proper insurance and 43% of those couples say they are not financially prepared ...
Learn MoreEstate Planning: How Couples Can Start Now
According to recent research by NerdWallet, only 2/3 of couples have proper insurance and 43% of those couples say they are not financially prepared for estate planning. Here are five simple steps to take into account what you need to do for estate planning. 
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December 9, 2015 |
Asset Protection Planning: What to Do If A Disaster Happens?
If a disaster impacts your family, you may also be concerned about how it will impact the assets you have already set aside and made ...
Learn MoreDecember 8, 2015 |
Business Succession Planning: Challenges of Selling the Family Business
Selling a family business, whether it’s due to lack of succession options, estate issues or the need for liquidity can cause problems as a result ...
Learn MoreDecember 7, 2015 |
Tips for Those With Elderly Parents: How to Prevent Danger in the Home
Confusion and dementia are serious concerns for the elderly population in the United States. Both of these can contribute to compromising freedom and flexibility for ...
Learn MoreDecember 4, 2015 |
Estate Planning for the Never Married
According to PEW research, in 2012 the number of unmarried individuals aged 25 or polder had reached 20% of the population. This is a significant ...
Learn MoreDecember 3, 2015 |
Lamar Odom and the Importance of a Living Will
The incident and attendant health crisis of Lamar Odom are a sobering teaching point. Life changes and disability or death can be sudden and they ...
Learn MoreDecember 3, 2015 |
Estate Planning Basics Videos
Would you rather Watch it than Read it? Here’s a quicklist of must-see videos to get you up to speed on some Wills, Trusts & Estate ...
Learn MoreDecember 2, 2015 |
Key Protection Tools for Guarding your Assets
One of the most basic steps to take in asset protection is using insurance. Insurance can help to protect your assets and an umbrella policy ...
Learn MoreDecember 1, 2015 |
Business Succession: Twilight of the Boomers
As baby boomers age into their 60s and 70s, more of them are preparing to leave their businesses behind. In order to do this, baby ...
Learn MoreNovember 30, 2015 |
Elder Law Preparation: A Legacy Account & Social Media
Planning for the future in terms of your estate may also include putting together a place for friends and family together and share memories. On ...
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<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
