December 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 MoreEstate 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 increase of 9% since 1960. Although the majority of individuals think that estate planning follows after marriage, if you’re not married the concern can actually be even greater.
There is no clear path for decision makers and no plan means defaulting to an expensive and rigid legal state structure if you are not married and aim to avoid estate planning.
Schedule a meeting with a member of our advisory team
Blog
December 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 ...
Learn MoreNovember 27, 2015 |
What You Can Learn About Asset Protection Planning from the Ocean?
Much like offshore assets, the Caribbean reef squid is a master of disguise. Its skin composition allow it to blend into surroundings and in ...
Learn MoreNovember 26, 2015 |
Estate Planning is for Singles as Well
Although the needs of a single individual could be different, the importance of conducting planning in this situation is just as important. A will ...
Learn MoreNovember 25, 2015 |
Video: What is the difference between a “Will”, a “Living Will”, and a “Living Trust?”
What is the difference between a “Will”, a “Living Will”, and a “Living Trust?” Hear Attorney Neel Shah of Shah & Associates P.C. explain. For ...
Learn MoreNovember 25, 2015 |
The Three Steps to Estate Planning
While techniques and strategies abound for estate planning, motivation to act in this manner is harder to trigger. Many people fear volatility and uncertainty leading ...
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Recent Posts
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A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<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>
