02.03.2021
What’s the Difference Between Medical Directives and Durable Powers of Attorney?
It is certainly difficult to think about but there is the possibility that at some point in the future you will become incapacitated and …
What’s the Difference Between Medical Directives and Durable Powers of Attorney?
It is certainly difficult to think about but there is the possibility that at some point in the future you will become incapacitated and will not be able to handle day to day decisions regarding your health care or your finances. 
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Blog
02.02.2021
Can I Revoke a Living Trust?
A living trust is also referred to as a revocable trust which, as the name implies, empowers you to make decisions while you are still …
02.01.2021
Does My Executor Need to Have the Skills of an Accountant or Attorney?
Most people choose a family member or close friend to serve as an executor or a personal representative of their estate. This means that when …
01.28.2021
Is It Enough to Tear Up My Durable Health Care Power of Attorney to Revoke It?
When a durable power of attorney for health care or living will is given to you voluntarily by another person, you always maintain the ability …
01.25.2021
How We Embraced The ‘Swirl’
A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for …
01.20.2021
Inflation Could Harm Your Retirement Without Careful Planning
Many people work their entire lives for the hope of a well-deserved and peaceful retirement. With increasing longevity and the rising costs of health care, …
01.19.2021
What You Need to Know About Affording an Estate Plan
The majority of Americans don’t have a plan in place but estate planning is not only for wealthy individuals and business owners. A basic plan …
01.18.2021
Your Home & Estate Planning: Avoid This Mistake
Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s …
01.07.2021
What Role Does a Representative Payee Play in Estate Planning?
The Social Security Administration defines a representative payee as a person or entity that is designated to manage or receive supplemental security income or …
01.07.2021
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified …
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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>
