October 1, 2014 | What’s the Downside of DIY?
What’s the Downside of DIY?
There are positive aspects to attempting your estate planning on your own, but there are just as many downsides. Those downsides can cost you big ...
Learn MoreWhat’s the Downside of DIY?
There are positive aspects to attempting your estate planning on your own, but there are just as many downsides. Those downsides can cost you big time, whether you have many different kinds of assets and business interests or whether you believe that your estate is simpler.
More complex situations should always be addressed with an experienced estate and tax planning attorney. Appreciated property, families with children who have special needs, family-owned businesses, and blended families are but a few examples of where DIY estate planning can go so wrong.
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September 30, 2014 | Lessons from the Joan Rivers Estate
Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included income, collectibles, and ...
Learn MoreSeptember 29, 2014 | Should I Worry About Protecting My IRA?
Should I Worry About Protecting My IRA?
This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If a beneficiary of ...
Learn MoreSeptember 26, 2014 | New After-Tax Rollover Rules For Your 401(k)
New After-Tax Rollover Rules For Your 401(k)
New rules for your 401(k) could actually end up benefitting you. If you have saved after tax money in your 401(k) retirement account, it can ...
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September 25, 2014 | Estate planning
Busting Common Trust Myths
Used properly, a trust can be the right tool for managing or transferring your assets. Here are three common myths about trusts to help you ...
Learn MoreSeptember 24, 2014 | What Qualifies as a Digital Asset?
What Qualifies as a Digital Asset?
One of the biggest buzzword phrases in estate planning today is “digital asset”. But what does that mean, and how should you plan for it? ...
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September 23, 2014 | Asset Protection
Distinguishing Non-probate and Probate Assets
Ensuring that your will is properly written and structured is critical for the will’s terms to be carried out in the manner you wish. Failing ...
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September 22, 2014 | Asset Protection
Summer Wrap Up: Estate Planning For Your Vacation Homes
The close of another summer is a great time to think about your future plans for any family-owned vacation homes. It can be really hard ...
Learn MoreSeptember 18, 2014 | When LLC Members Pass Away: What Are Executor Rights?
When LLC Members Pass Away: What Are Executor Rights?
A recent case highlights some of the questions surrounding the situation mentioned in the title. According to the default rule in New York, the death ...
Learn MoreSeptember 17, 2014 | When to Use a Family LLC
When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...
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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>
