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Article-110497

December 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 ...

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Article-110347

December 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 ...

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Article-109982

December 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 ...

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Article-109834

November 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. ...

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Article-109756

November 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, ...

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Article-109546

November 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 ...

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Article-109386

November 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Most Americans Today Have an Estate Plan That Is Outdated; is Yours?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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Article-109323

November 23, 2021 |

How Does Location Affect Your Vacation Home Planning?

If you are holding title to a piece of real estate property that you intend to pass on to your loved ones and it’s in ...

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Article-109022

November 19, 2021 |

What is NJ Will Probate?

If you are a family member, beneficiary, or appointed executor, you might have questions about how that probate is handled when a loved one passes ...

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Article-108951

November 18, 2021 |

What Happens If My Spouse and I Are Retiring at Different Times?

It is very important to get on the same page as your spouse when you’re thinking about retirement and estate planning goals. This may be ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>