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Article-2931

November 19, 2014 |

Protecting Inherited Assets in Divorce

Divorce generates a lot of difficult questions about property division, but one of the most challenging questions you don’t want to have to consider is ...

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Article-2927

November 18, 2014 |

Does Moving Influence Your Estate Plan?

In the midst of a crazy move, no one will blame you if you forget about the possible impact on your estate plan. Once you’ve ...

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Article-2922

November 17, 2014 |

Single Member LLC’s: Opening Exposure to Veil Piercing

A recent decision from the Wyoming Supreme Court highlights the dangers of having a single member LLC. Known as “veil piercing”, when an LLC is ...

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Article-2919

November 14, 2014 |

Key Questions When Putting Together the Powers Clause of a Will

A will typically has many different clauses within it that your attorney will walk you through during the drafting process. The most common clauses are ...

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Article-2916

November 13, 2014 |

Gun Trusts: A Basic for a Smooth Collection Transfer

While there are many resources out there to help you plan for the future of more typical assets, like stock and pond portfolios, it’s just ...

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Article-2913

November 13, 2014 |

Inflation Adjustments Impact 2015 Tax Benefits

The Internal Revenue Service recently announced inflation adjustments that will have an impact on more than 40 tax provisions. Some of the key impacts are ...

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Article-2910

November 12, 2014 |

End of Year Tax Question Roundup: Are Estate Planning Fees Deductible?

As we climb closer to the end of the year, many people are concerned with increasing tax deductible expenses. One of the common questions involves ...

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Article-2906

November 10, 2014 |

Childless Couple? You Need Estate Planning, Too

Don’t make the mistake of thinking that you can skip out on essential estate planning just because you don’t have children. As a partner in ...

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Article-2903

November 7, 2014 |

Holiday Review: Gifting and Gift Taxes

With the holidays right around the corner, many people are thinking about giving gifts but also about tying up their charitable donations as the tax ...

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Article-2900

November 4, 2014 |

Fast Facts: Inheriting Books

When a loved one passes away, there are many valuables or assets that might be specially reference in the will or other estate planning documents, ...

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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>