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Article-97820

April 28, 2021 |

Can an Executor Resign After Court Appointment?

An executor can be appointed in someone’s will, but this does not obligate them to serve in this role. An executor has the opportunity to ...

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Article-97815

April 27, 2021 |

What Not to Include When Writing a Will

Your will is the most basic component of your estate plan, but it doesn’t cover all your primary needs. In this official legal document, you ...

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Article-97811

April 23, 2021 |

How Has the Pandemic Impacted Retirement?

Major changes in the world and current events always have the potential to impact retirement plans and schedules. Research has started to emerge indicating how ...

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Article-97808

April 22, 2021 |

What Is the Difference Between Estate Planning and Elder Law?

As you look towards your future, you might want to schedule meetings with both an elder lawyer and estate planner, or to find an attorney ...

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Article-97794

April 20, 2021 |

What Happens to a Joint Bank Account When One Person Dies?

Ownership of certain accounts is an important thing to know in the back of your mind if you jointly share one with another person. While ...

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Article-97795

April 19, 2021 |

The Next Normal

A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown. Many experts ...

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Article-97782

April 15, 2021 |

Defining Testamentary Capacity

One of the most common reasons for a will contest are claims about testamentary capacity. These are usually brought by heirs who allege that the ...

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Article-97785

April 14, 2021 |

Four Steps to Review Your Beneficiaries

 Although your will and other estate planning documents can spell out your wishes, they might not cover everything. Beneficiary forms are used to designate who ...

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Article-97775

April 14, 2021 |

The Three Key Groups Involved in Creating a Trust

Trusts are a popular estate planning tool because they can help you accomplish numerous goals at once. At a very simple level, a trust is ...

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Article-97776

April 13, 2021 |

What to Bring to Your First Estate Planning Lawyer Meeting

So you just set up a time to meet with an estate planning lawyer- now what? What do you need to think about in advance ...

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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<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>