Planning for the future means more than just saving for retirement—it involves creating a strategy to transfer wealth across generations. An integrated plan for generational …
Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal and business finances can help you avoid costly mistakes, save …
Selling a business is often the entrepreneurial dream, but the aftermath can feel like a void. The Yale School of Management case study “What’s Next: The …
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and efficiently transfer wealth. …
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill …
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and …
A solid financial plan covers everything from investments and retirement to taxes and estate planning. But even the most thorough plan can fall short if …
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and legacy. Here’s why working with a team of …
Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now. Step One: Pre-Sale Planning with a South Dakota …
If you’re age 70½ or older and have more IRA money than you need, it may be time to think beyond your portfolio and start thinking philanthropically. Required minimum …
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The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
<p>The post OBBB 2025 Playbook: A Business Owner’s Guide to the New Tax Law first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...
<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...
<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
