February 5, 2014 |
Zip It: Put Your Plans on a USB Drive
We cannot predict when an accident or emergency is going to take place. All too often, hospitals and caretakers are unable to follow a person’s ...
Learn MoreZip It: Put Your Plans on a USB Drive
We cannot predict when an accident or emergency is going to take place. All too often, hospitals and caretakers are unable to follow a person’s wishes for medical treatment – even if he or she had the correct documents in place – because these documents are not immediately available. In order to avoid this fate, a recent article discusses the option of keeping critical documents on a USB drive.
A USB drive is a portable storage device that can be attached to a keychain or stored in a wallet. In order to view its contents, a user can simply plug it into any computer with a USB port. If your friends or family members are aware that you carry it with you, they can review its contents should they be required to make any medical or legal decisions on your behalf.
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Blog
February 4, 2014 |
LGBT Estate Planning
Estate planning is especially important for those who put a large amount of time and energy into cultivating their wealth. Additionally, investors within the Lesbian, ...
Learn MoreJanuary 30, 2014 |
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...
Learn MoreJanuary 29, 2014 |
You have Options For Your or Your Loved One’s Long-Term Care Needs
As life expectancy continues to rise, so does the possibility that an individual will require long-term care at the end of his or her life. ...
Learn MoreJanuary 28, 2014 |
Keeping up with the Jones? How the Wealthiest Families are Protecting Themselves
While asset protection is important for many individuals, it is particularly important for high net worth families. Asset protection strategies for these families should account ...
Learn MoreJanuary 23, 2014 |
Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...
Learn MoreJanuary 22, 2014 |
Trusteed IRAs to Assist Your Heirs in Managing Their Inheritance
The fear that a person’s adult children will mismanage their inheritance is not uncommon. Luckily, the field of estate planning offers many tools to assist ...
Learn MoreJanuary 21, 2014 |
Three Important Rules of Asset Protection
Asset protection planning is an important part of any estate plan. Incorporating asset protection strategies into an individual’s estate plan is the best way to ...
Learn MoreJanuary 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 MoreJanuary 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 ...
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
