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Article-3012

January 6, 2015 |

Combining Your Estate Planning as a New Couple

Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? ...

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Article-3009

January 6, 2015 |

What to Cover in Family Meetings to Discuss Estate Planning

The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. ...

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Article-3005

December 18, 2014 |

Can I Protect My Business Against Divorce?

Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their ...

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Article-3002

December 17, 2014 |

Tax Facts: Retirement Benefits

When it comes to retirement accounts, it may feel like you have more questions than answers, even if you have had your retirement account for a ...

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Article-2997

December 16, 2014 |

Joan Rivers’ Public Estate: A Reason To Consider Planning Privately

The weather certainly full of numerous stories about the ill planning or mistakes made by celebrities when it comes to their states. But there’s another ...

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Article-2994

December 15, 2014 |

Do I Really Need a Health Directive?

Having a health directive can serve an important in your life. Failing to have a health directive structured in advance can generate unanswered medical questions ...

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Article-2991

December 12, 2014 |

What Can’t A Will Do?

Whether you are new to the realm of estate planning or whether your will has been in place for many years, it’s worth a review ...

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Article-2986

December 11, 2014 |

The Basics of Will and Trust Contests

  When putting together your estate plan, it’s helpful to know how a will or trust can be contested after you pass away. A trust ...

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Article-2982

December 10, 2014 |

Do Millennials Need Estate Planning?

Many millennials assume that estate plan is for older and more established clients who have significant assets to protect. Even if you believe that your ...

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Article-2979

December 8, 2014 |

What Happens If You Die Without a Will?

Passing away without a will is known as dying “intestate”. Your state laws will govern how your property is passed down, which usually gives your ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<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>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<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>