10.13.2021
Why Should I Hire an Attorney to Help Me with My Will?
Creating your own will is a common interest for many people who have had this on their to-do list for some time and are concerned …
Why Should I Hire an Attorney to Help Me with My Will?
Creating your own will is a common interest for many people who have had this on their to-do list for some time and are concerned about how to best protect their interests and cross this off their checklist. 
Creating a DIY will is an alternative to hiring an experienced lawyer but it also comes with its own risks. A lawyer can provide instrumental insight in the process of creating your estate plan, including a will. Furthermore, your lawyer will be familiar with state and federal requirements as well as common reasons for which wills are challenged. A will challenge can slow down the administration of your estate when one or more beneficiaries believes that the will is invalid.
Schedule a meeting with a member of our advisory team
Blog
10.08.2021
What To Know About Investing for Income in Retirement
If you are a few decades away from retirement, now is the time to evaluate your current savings strategy and to evaluate the need to …
10.07.2021
What Are Tenants in Common?
Tenancy in common is a formal arrangement in which two or more individuals have ownership rights in a property or a piece of land. Each …
10.06.2021
How Will Social Security Benefits Impact Your Retirement?
Social Security benefits are an important form of fixed but recurring income for most retirees. There are many important details that you should consider in …
10.05.2021
Using Life Insurance for Greater Liquidity as An Estate Gift
Do you have a life insurance policy to support your loved ones if something happened to you? Without one, you’re leaving them exposed to …
10.01.2021
Enforcement Against Self-Directed IRA Scams Doubled in 2020
The danger of self-directed IRA scams heightened during the pandemic, as many investors were at home and online but isolated from in-person interaction, NASAA says. …
09.29.2021
Does My Executor Need to Use an Attorney for the Estate?
You are probably doing your own due diligence to ensure that your chosen fiduciary, also known as an executor or personal representative, has everything they …
09.27.2021
How to Educate Your Executor About Limiting Their Liability
One of the most important aspects of serving as an executor or personal representative is the duty of loyalty. There is a high level of …
09.24.2021
Will Infation Hurt Stock Returns? Not Necessarily.
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look …
09.21.2021
How Is an Estate Guardian Different from a Minor Guardian?
In the event of incapacity or death, you probably have estate planning strategies in place to help you and your loved ones adjust. Many people …
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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>
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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>
