09.25.2013
The Phases of Retirement
Too many individuals find themselves altogether unprepared for retirement. The difficulties that this unpreparedness creates are compounded by the fact that, with longer life expectancies, …
Blog
09.24.2013
Considerations for Charitable Giving
The United States is home to thousands of charitable organizations that benefit everything from diabetes research to stray cats. These charities provide unlimited opportunities for …
09.19.2013
Double Your Estate Tax Exemption
When a person dies, not all of his or her estate will be subject to federal estate taxes. A base amount of his or her …
09.18.2013
Knowing When it is Time to Hand Over the Car Keys
There are no state laws that deal directly with elderly drivers when they begin to pose a risk to other drivers. Therefore, family members are …
09.17.2013
Pass on the Bypass? Is a Bypass Trust Necessary?
Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented for estate planning, …
09.12.2013
Long-Term Care for Your Cat
All too often, cats are surrendered to animal shelters because their owner either died or had to enter a long-term care facility where the cat …
09.11.2013
Avoiding the Financial Crisis of Long Term Care
Many elder Americans are not prepared for the high costs of long-term care. This is causing a financial crisis, as too many Americans are relying …
09.10.2013
Protecting the Nest Egg: Asset Protection for Retirement
By the time a person retires, he or she should have created an asset base that is sufficient to allow him or her to retire …
09.05.2013
Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations
It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The stakes for these …
09.04.2013
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and uncomfortable conversations to …
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Recent Posts
Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For
Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
