New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those numbers have shifted out of beneficiary favor. According to their report, less than half of baby boomers today believe it’s critical to leave behind an inheritance.
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May 14, 2014 | Beneficiaries
New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those ...
Learn MoreMay 13, 2014 | Asset Protection Planning
A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...
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An estate that is worth more than $1 million is a bit more common in New York than in other states, but for much of ...
Learn MoreMay 9, 2014 | Asset Protection
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 9, 2014 |
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 8, 2014 | Estate planning
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...
Learn MoreMay 7, 2014 | Asset Protection Planning
The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a ...
Learn MoreMay 6, 2014 | Estate Plan
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...
Learn MoreMay 5, 2014 | Administration
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...
Learn MoreMay 2, 2014 | 401K
If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way ...
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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>
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<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>
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>
