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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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Article-2976

December 5, 2014 |

4 Steps For A Family Business Succession Plan

While many business owners hope to keep the company in the family, it doesn’t always fall out that way. Make sure you know your family ...

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Article-2969

December 4, 2014 |

Holiday Gifting Guide: The Gift Tax and Your Estate

  With the end of the year and the holiday season approaching, both individuals and married couples are looking to maximize gifting opportunities while minimizing ...

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Recent Posts

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

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>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<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>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...

<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>