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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

The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income

Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...

<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know

Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...

<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth

Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...

<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>