What are the Most Common Probate Problems?
When you pass away, there is a good chance that at least part of your estate will enter probate in your state. With estate planning, …
When you pass away, there is a good chance that at least part of your estate will enter probate in your state. With estate planning, …
Someone who inherits real estate through a transfer on death deed should find it relatively simple to have ownership transferred to them after the original …
If the past two years have handed down several lessons, at least one of them is that it helps to overprepare in the face of …
Estate taxes can be a complicated subject especially as they are often a discussion in public policy. Approximately 0.2% of US adults who passed away …
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of …
The spread of the Omicron variant of Covid-19 is prompting many financial professionals to reach out to their clients to update those clients’ financial plans. …
If you are looking to transfer wealth through multiple generations you might consider using a tool known as a dynasty trust. This is a strategy …
As you get older and plan ahead for retirement, it’s important to think about all the financial implications of the decisions that you make. For …
In discussing and researching options for your own estate planning, you may come across multiple options and strategies that can help you accomplish your goals. …
Do you have a solid retirement or estate plan? If not, you could be exposed to unnecessary challenges in the future or put your loved …
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From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>