What Are the Downsides of Challenging a Will?
It might seem like an initial gut reaction to challenge a will that you don’t believe is in line with what a parent or other …
It might seem like an initial gut reaction to challenge a will that you don’t believe is in line with what a parent or other …
As we get closer to an election, it’s important to think about how your estate plan might need to be updated or changed altogether in …
A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head …
You’ve heard about an estate plan and you might have even referenced an elder care plan, but do you know how your financial plan fits …
Each person in a couple needs a team to help them navigate the tricky waters of divorce. The financial breakup and dissolution of your marriage …
If you are currently in your 20s or 30s, it’s easy to brush off the idea of estate planning as something that is years down …
Plenty of people have rethought their life choices including the partners, their homes and even their careers as a result of the pandemic. If you …
Most of the material you probably own that is an asset inside your estate plan is tracked in the form of paper. You might have …
Has it been 10 or 20 years since you last updated your will or know that you created a trust at some point that was …
Did you know that you can leave behind a lifetime gift to your loved ones by doing the necessary work for your estate planning? End …
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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>
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<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>