September 4, 2015 |
Living Longer is the New Paradigm of Estate Planning
It’s no surprise that people are living longer, partly due to advances in medical technology. What many people do not realize is how this translates ...
Learn MoreLiving Longer is the New Paradigm of Estate Planning
It’s no surprise that people are living longer, partly due to advances in medical technology. What many people do not realize is how this translates over to their planning for retirement and end of life care. Funds that might have lasted through a typical retirement and lifespan in the past no longer provide the comprehensive services that might be required for long-term care. 
In the last 60 years, life expectancy has increased by approximately ten years. Now, a 65 year old can be expected to live until 85. The biggest risk faced by this longer lifespan is in outliving your resources. This calls for retirement planning and estate planning to work together.
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Blog
September 3, 2015 |
What to Learn About Family Foundations from Paul Newman
As is the case with many celebrity passings, there are lessons to be drawn from the estate of Paul Newman. In this particular case, it ...
Learn MoreSeptember 2, 2015 |
Asset Protection Tips from O.J. and Lance Armstrong
Perhaps these two celebrities are not the most popular out there as far as role model status, but they do have some valuable lessons for ...
Learn MoreSeptember 1, 2015 |
How an Unexpected Departure Can Impact Business Succession Planning
There are lessons to be learned from the sudden death of David Roth, general director of the Kentucky Opera. Unfortunately, families and business around the ...
Learn MoreAugust 31, 2015 |
Rights of the Elderly in Nursing Homes
Abuse and neglect of elderly individuals in nursing homes is an issue that has been drawing more attention recently as family members and other loved ...
Learn MoreAugust 28, 2015 |
Estate Planning Tips for Artists
A working artist has the potential to create hundreds of unique pieces over the course of a lifetime. Determining what you want your legacy to ...
Learn MoreAugust 26, 2015 |
Asset Protection Planning: Just How Needed Are Savings?
One of the most important questions that retirees are considering is whether it is necessary to access retirement savings or whether outside income can help ...
Learn MoreAugust 25, 2015 |
How to Start the Discussion on Succession Planning
In order to plan ahead for the future and reduce the possibility of problems down the line, you need to think about what you want ...
Learn MoreAugust 24, 2015 |
Fast Facts on Guardianship and Conservatorship
As you grow older or as your parents grow elder, the need to be proactive with your planning becomes all the more important. At the ...
Learn MoreAugust 21, 2015 |
Tips for Planning With Bitcoin Assets
As of this writing, the IRS views bitcoins as property. The digital currency has gained enough traction that the IRS has started to pay attention. ...
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Recent Posts
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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
