January 20, 2022 |
Younger Generation Takes on Estate Planning, Study Shows
A recent study identified that younger people have recognized the value of estate planning largely due to the impacts of the pandemic. If you or ...
Learn MoreYounger Generation Takes on Estate Planning, Study Shows
A recent study identified that younger people have recognized the value of estate planning largely due to the impacts of the pandemic. If you or someone you know has not yet undertaken estate planning, now is a great time to consult with an experienced and knowledgeable lawyer about the next steps. 
This recent study was completed by Caring.com and found that middle and older aged adults are less likely to have a will than they did just one year ago, but those between the ages of 18 and 34 are 63% more likely to have a will in place now.
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Blog
January 19, 2022 |
Do Spouses and Creditors Have Rights to a POD Bank Account?
A payable on death bank account is one way to enable someone to receive quick access to a bank account when you pass away. It ...
Learn MoreJanuary 17, 2022 |
Does Your Family Have a Business Succession Plan?
Owning a family business gives an excellent opportunity to pass on wealth to future generations, but this is only possible when you have a clear ...
Learn MoreJanuary 14, 2022 |
Study Finds Younger Workers Are Less Prepared for Retirement
A recent research study indicates that generation X does not have the same amount of retirement preparedness as baby boomers. This is especially concerning given ...
Learn MoreJanuary 13, 2022 |
Who Depends on Your Income?
One of the most important questions to be considered as you broach the estate planning process is to evaluate those people who are reliant on ...
Learn MoreJanuary 10, 2022 |
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, ...
Learn MoreJanuary 6, 2022 |
How Does a New Owner Get Access to Real Estate with Transfer on Death?
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 ...
Learn MoreJanuary 4, 2022 |
Are You Setup for Retirement Failure or Success?
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 ...
Learn MoreJanuary 3, 2022 |
Will You Owe Estate Taxes?
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 ...
Learn MoreDecember 31, 2021 |
Waiting To Retire Could Be Better for Your Brain
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 ...
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<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
