December 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 ...
Learn MoreWhat 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
December 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 9, 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 ...
Learn MoreDecember 7, 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 ...
Learn MoreDecember 3, 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 ...
Learn MoreNovember 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. ...
Learn MoreNovember 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, ...
Learn MoreNovember 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 ...
Learn MoreNovember 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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How Do You Know When You Can Retire?
Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
