April 30, 2015 |
The Five Key Estate Planning Documents for the Single Individual
Think you don’t need estate planning because you’re not married or have no children? It’s a mistake to skip over this vital process, because every ...
Learn MoreThe Five Key Estate Planning Documents for the Single Individual
Think you don’t need estate planning because you’re not married or have no children? It’s a mistake to skip over this vital process, because every person should evaluate five possible tools that can help plan for the years ahead. These five documents are just the basics and it’s recommended that you meet with an estate planning attorney to determine if any additional documents would benefit you. 
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April 29, 2015 |
Estate Planning Guidelines for Homeowners
When you own a home, you open up the possibility for multiple heirs to argue over the property in the future. This could happen because ...
Learn MoreApril 28, 2015 |
Estate Planning Tips: Don’t Forget Incapacity
Most people are familiar with the idea of using estate planning as a way of determining what happens after they pass away, but there are ...
Learn MoreApril 27, 2015 |
New Study Identifies Four Possible Tools to Stave Off Mental Decline
With more than 47.5 million individuals affected by dementia worldwide and 7.7 million new cases annually, research is targeting ways to prevent or limit the ...
Learn MoreApril 24, 2015 |
Does My Loved One Need Long Term Care Insurance?
If you are concerned about a loved one growing older, such as a parent, long term care insurance can provide a lot of benefits in ...
Learn MoreApril 23, 2015 |
Retirement Misconceptions for the Business Owner Considering Succession Planning
How you think about your retirement has a big impact on the way you approach succession planning. There are two common misconceptions that business owners ...
Learn MoreApril 22, 2015 |
Three Steps For Estate Planning Review
It’s been said time and again that you should evaluate your documents and estate plans on an annual basis. Of course, this is good practice. ...
Learn MoreApril 21, 2015 |
How to Handle Collectibles in an Estate Plan
You may have personal and sentimental collectibles that you have cherished for a long time, but your family members may not feel the same way. ...
Learn MoreApril 20, 2015 |
Study Shows Small Business Owners Are Ignoring Opportunities for Succession Planning
According to CNBC, the baby-boom generation approaching retirement has been a threat for decades. These days, however, it’s easy to see how the many individuals ...
Learn MoreApril 17, 2015 |
Estate Planning for the Family Business Owner: Should We Put Holdings Into a Trust?
Being a family business owner is often challenging and also rewarding. In this position, there are important questions you should answer about the future of ...
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Recent Posts
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Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<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>
