August 3, 2021 |
What Can Happen without Proper Estate Documents?
If your loved ones are left to figure out the mess of your estate after you’re no longer around to help provide context, that’s not ...
Learn MoreWhat Can Happen without Proper Estate Documents?
If your loved ones are left to figure out the mess of your estate after you’re no longer around to help provide context, that’s not a gift. In fact, it can cause added stress and grief during an already difficult time in their lives. But that’s not the only reason that your estate can cause problems. Skipping an estate plan because you assume your estate is too small, you’re too young, or that the state’s procedures for passing on your assets is “just fine” can all lead to unintended consequences. 
One of the biggest reasons for people to skip estate planning is because they are married already and assume that they don’t need additional support. After all, the spouse is legally connected, right? It’s not always as simple as your spouse getting your assets, and there might be situations in which you want to diversify a default plan to give all your assets to a spouse.
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Blog
August 2, 2021 |
Will an Estate Tax Exemption Change Impact You?
Most people today are not impacted by the estate tax exemption amounts. That’s because the amounts are so high that all but those with a ...
Learn MoreJuly 30, 2021 |
Have Your Heirs Changed? Time to Update Those Beneficiary Designations
It’s well worth it to look at your financial accounts if it’s been years since you have done so. Up to date beneficiary designations are ...
Learn MoreJuly 28, 2021 |
How to Include Amendment Language in Your Living Trust
By its very nature, the structure of a living trust is revocable, meaning that you can make changes to it or terminate the trust entirely ...
Learn MoreJuly 27, 2021 |
Is Now a Good Time to Sell Your Business?
There’s a lot that goes into deciding it’s time for your next chapter when you own a business. You want to know what’s going to ...
Learn MoreJuly 23, 2021 |
Are Concerns About Inflation Inflated?
KEY TAKEAWAYS *Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. *The ...
Learn MoreJuly 21, 2021 |
Putting Together an Estate Plan for Beneficiaries Who Suffer from Addictions
The addiction epidemic has touched many families throughout the country and it is certainly worth considering if you have loved ones that you wish to ...
Learn MoreJuly 20, 2021 |
New Study Shows What Is Most Likely to Impact a Positive Retirement
A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age ...
Learn MoreJuly 19, 2021 |
If I Don’t Want to Serve as an Executor, Do I Have to Take the Role?
Some family members are surprised when they learn that they have been named as a loved one’s executor. An executor has the responsibility of carrying ...
Learn MoreJuly 14, 2021 |
What Is a Directed Trust?
When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning attorney can help ...
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<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
