12.16.2021
What Is Succession Planning with GRATs?
The gap between what your current business is worth during the process of completing your estate and succession planning and what it could be worth …
What Is Succession Planning with GRATs?
The gap between what your current business is worth during the process of completing your estate and succession planning and what it could be worth in the future when you pass away should be considered as part of your overall planning process. 
Many people choose to address this financial gap using a tool known as an irrevocable life insurance trust. When an irrevocable life insurance trust is structured correctly the benefits in that insurance policy do not pass through probate and can be available to your beneficiaries immediately. This can provide valuable cash reserves for the payment of estate taxes or other concerns.
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Blog
12.15.2021
Signs of Alzheimers in Loved Ones
If you notice that a loved one has started to show signs of dementia, this is important from a care perspective a legal perspective. The …
12.10.2021
When Should You Consider Using a Charitable Lead Annuity Trust?
If you experience an income or financial surge this year like a bonus, a sale of crypto currency, or appreciated option exercises, you may wish …
12.09.2021
New Study Shows Reverse Mortgages Could Improve Wealth and Reduce Risk for Retirees
Retirees have many important considerations when it comes to elder law and their estate planning. One financial option that is advertised to many retirees is …
12.07.2021
In Which States Do People Pay the Highest Estate Taxes?
Estate taxes don’t apply for the vast majority of estates in the United States, however, there are 17 locations with their own inheritance and estate …
12.03.2021
Does My Executor Need to Keep a Detailed Log of Assets?
Who you choose to serve as an executor and the information at preplanning you do for them can make a big difference on how easy …
11.30.2021
What is Premature Asset Division in Probate?
An executor or personal representative is responsible for handling many aspects of probate, including the distribution of assets once other administration issues have been managed. …
11.29.2021
Company Owners Need Individual and Business Estate Plans
Many sad stories about celebrities highlight the importance of estate planning. Many of them leave behind complex assets and high value items. Without estate planning, …
11.26.2021
What Happens to a Beneficiary’s Share of the Estate If the Beneficiary Passes Away?
If parents create wills naming contingent beneficiaries as their two adult children, there is always the possibility that the adult children will pass away before …
11.24.2021
Most Americans Today Have an Estate Plan That Is Outdated; is Yours?
When is the last time you really sat down and reviewed your estate plan? It’s probably been awhile. If anything has changed in your life …
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<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>
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<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
