08.16.2024
Summertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here …
Blog
08.14.2024
How to Manage Market Volatility
The trader’s adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices …
08.12.2024
August is Make A Will Month
August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin’s loved …
08.09.2024
Rainy Day Money
When we meet with people, one of the first topics we discuss is “emergency fund” money. We ask a few questions, such as, “Do you …
08.07.2024
Supreme Court Gives Guidance for Business Tax & Succession Planning
The recent Supreme Court decision in Connelly v. IRS has provided valuable guidance for business owners on the critical aspects of succession planning. This landmark …
08.05.2024
Investment Strategies: Bespoke Approach or Rely on Index Funds?
In the ever-evolving world of investment, the debate between passive and active strategies continues to spark interest among investors. While index funds have long been …
08.02.2024
Families with Young Children – Wills & Trusts Planning Basics
When it comes to estate planning, many families with young children might assume it’s something only the wealthy or elderly need to worry about. However, …
07.31.2024
Inheriting IRAs? IRS Issues Long-Awaited SECURE Act Final Regulations
The IRS recently released the long-anticipated Final Regulations for the SECURE Act, addressing Required Minimum Distributions (RMDs) and other significant provisions. This release has been …
07.29.2024
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended …
07.26.2024
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same …
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Recent Posts
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
