When & How do I Find an Elder Care Planning Attorney?
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not …
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not …
When I’m speaking with a client regarding their Estate Planning, and we are discussing their Will specifically, I encouraged them to think of the Will …
There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law …
Going through a divorce is difficult and it shakes up your family structure and even your day-to-day life in a big way. There are also …
When planning ahead for the future of your estate, trust administration and probate administration are not one and the same. There are some key differences …
Much like a health care power of attorney or a medical advanced directive, a psychiatric advanced directive is a legal document that is completed to …
Estate planning is not just for the elderly. It’s not even just for those who see retirement on the horizon. Estate planning makes sense for …
A recent research study from Simon Fraser University has important implications for one of the most common injuries that happen inside nursing homes: falls. Slip …
When interest rates adjust, you need to have in the back of your mind that it might be time to sit down and look at …
Have you recently filed for divorce or are you in the midst of the proceedings to legally end your marriage? It’s easy to feel like …
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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>
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>