January 16, 2014 |
Auld Lang Syne: Talk Estate Planning This New Year
While it is not the first item on everyone’s resolution list, the New Year is a great time to discuss your estate plan with your ...
Learn MoreAuld Lang Syne: Talk Estate Planning This New Year
While it is not the first item on everyone’s resolution list, the New Year is a great time to discuss your estate plan with your family. As a recent article explains, the benefits of having the estate planning discussion far outweigh the problems that may otherwise arise out of the desire to avoid a sometimes awkward or difficult conversation.
First, discussing estate planning provides your family with a sense of empowerment because it allows your family members to take control of your family’s collective future. Without this element of control, many aspects of your estate plan are inevitably left to chance.
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Blog
January 15, 2014 |
The Biggest Estate Planning Mistake You Are Probably Making
An estate plan is not one document. Rather, it is a collection of various documents that deal with a wide variety of assets, and leave ...
Learn MoreJanuary 14, 2014 |
Cat & Mouse: Probate Avoidance as Asset Protection
Probate is a court-supervised process through which the provisions of a person’s will are carried out. Many people choose to avoid probate by employing various ...
Learn MoreJanuary 9, 2014 |
Estate Planning – Answers to Your Questions
Although it is important for every individual to have an estate plan, the process of estate planning is often confusing and overwhelming. A recent article ...
Learn MoreJanuary 8, 2014 |
Believe in Vacation Ownership? Estate Planning for Your Timeshare
Some assets are more difficult to plan for than others. As a recent article explains, timeshares can be the source of an extreme headache when ...
Learn MoreJanuary 7, 2014 |
Leaving the Vault Open: A Revocable Trust Will Not Protect You From Creditors.
One popular misconception concerning estate planning is that any trust will protect an individual’s assets from creditors. However, as a recent article explains, this is ...
Learn MoreJanuary 2, 2014 |
For the Newbies: Four Estate Planning Tips For Beginners
Estate planning is often a difficult topic to approach. Not only is it difficult for many people to discuss the reality of their own mortality, ...
Learn MoreJanuary 1, 2014 |
Why Everyone Needs a Power of Attorney
A power of attorney is a vital part of any estate plan. Through this document, an individual gives another person the right to act on ...
Learn MoreDecember 31, 2013 |
Survey Says! Many High Net Worth Individuals Still Fail to Plan
Although estate planning is vital for high net worth families, a recent survey released by Spectrum’s Millionaire Corner reveals that less than one quarter of ...
Learn MoreDecember 26, 2013 |
“Mom, Can You Co-sign?”: Did a Family Member Participate in Your Loan?
Often, young adults ask other family members to participate in a loan to assist the young adult in purchasing his or her first home. As ...
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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>
