April 2, 2014 |
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most important of which ...
Learn MoreDiscuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most important of which is finances. You must discuss money with your future spouse, even if doesn’t sound romantic.
Talking about finances is at least as important as discussing the reception or honeymoon. Maybe more important.
Schedule a meeting with a member of our advisory team
Blog
April 1, 2014 |
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...
Learn MoreMarch 27, 2014 |
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the ...
Learn MoreMarch 26, 2014 |
Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...
Learn MoreMarch 25, 2014 |
Now What?: Dealing With Remorse After Selling A Company
Most entrepreneurs have the same idea; build their company and then sell it for big bucks. But most owners who do that usually end up ...
Learn MoreMarch 20, 2014 |
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...
Learn MoreMarch 19, 2014 |
Assisted Suicide Case Dismissed
A judge in Pennsylvania has thrown out a case of assisted suicide lodged against a nurse who was charged with murder last year for allegedly ...
Learn MoreMarch 18, 2014 |
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
Learn MoreMarch 13, 2014 |
Keys To Selling Your Family Business
There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the ...
Learn MoreMarch 12, 2014 |
Teenager Gets $25 Million Fortune – With One Catch
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his ...
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<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>
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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
