November 7, 2012 |
Learning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated ...
Learn MoreLearning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated every few years. As estate planner Andy Mayoras points out, “Celebrity stories like this are a great educational tool to share with clients and highlight what should be done, what was done wrong, and what was done right.”
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Blog
October 31, 2012 |
The Human Component of Estate Planning: Leaving Your Legacy
Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to ...
Learn MoreOctober 24, 2012 |
Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As ...
Learn MoreOctober 17, 2012 |
Protecting Your Digital Assets
Every day, people are living more of their lives online. Whether via Facebook or online banking, millions of people conduct substantial portions of their personal ...
Learn MoreJune 28, 2012 |
“Here’s a Story…Of a Lovely Lady…” Planning for Today’s Blended Families
I grew up watching the Brady Bunch. Mike and Carol Brady are my first recollection of the “Blended Family.” Mike had three children from a ...
Learn MoreJune 7, 2012 |
How To Choose The Right Guardian For Your Children
Who should raise your children if for some reason you and your spouse are unable to do so? It’s not an easy question to answer, ...
Learn MoreMay 31, 2012 |
Estate Planning: A Process, Not an Event
You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the ...
Learn MoreMarch 30, 2012 |
One of the Biggest Problems of Dying as a Resident of New Jersey
It’s not uncommon for my out-of-state relatives & friends to utter some variation of the phrase “I wouldn’t be caught dead in New Jersey.” Just ...
Learn MoreFebruary 7, 2012 |
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid ...
Learn MoreJanuary 3, 2012 |
What is Probate?
Something I am asked regularly is “what is probate?” Often, that question is followed up with “how do I avoid probate?” I always find it ...
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Recent Posts
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<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>
Estate Planning Isn’t Just About Who Gets Your Money
Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...
<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
