November 18, 2020 |
Should You Convert Retirement Accounts for Tax Planning Purposes?
Do you have a goal of keeping current family money in the family when you pass away? There are several different steps to accomplish in ...
Learn MoreShould You Convert Retirement Accounts for Tax Planning Purposes?
Do you have a goal of keeping current family money in the family when you pass away? There are several different steps to accomplish in this, each of which can be discussed with an estate planning attorney.
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Blog
November 9, 2020 |
What Happens If Your College Age Child Gets Sick?
This is a question you might not have contemplated until the pandemic raised concerns about health all over the United States. It’s come front and ...
Learn MoreNovember 3, 2020 |
Do You Know These Three Trust Parties?
The establishment of a trust is usually a more advanced form of an estate plan and it requires at least three parties, some of who ...
Learn MoreNovember 2, 2020 |
What Makes Elder Law Distinct from Estate Planning?
What happens to your assets as you get older is of chief concern not just for estate planning purposes but also for your own elder ...
Learn MoreOctober 20, 2020 |
Merging Two Families? Don’t Forget Your Finances
Becoming a blended family presents unique opportunities and some challenges with regard to your financial and estate planning. In 40% of all new marriages in ...
Learn MoreOctober 19, 2020 |
A Plan for an Intentional Retirement
Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of ...
Learn MoreOctober 16, 2020 |
Untangling Intangibles
Many companies use intangible assets such as patents, licenses, computer software, branding, and reputation to earn revenues. These intangible assets have always been part of ...
Learn MoreOctober 14, 2020 |
Advanced Estate Plan Strategies Aligned with Low Interest Rates
The current environment of your state and the federal economy and relevant laws can help you to determine whether or not your estate plan meets ...
Learn MoreOctober 7, 2020 |
Investing in FAANG Stocks: Should You Expect Unexpected Returns?
Investment returns have two parts: the expected return and the unexpected return. The expected return is the best guess of what will happen based on ...
Learn MoreOctober 6, 2020 |
Checking Out of a Relationship or Home? Time for a Checkup!
In normal times and especially in a pandemic, many people use natural pause points to take stock of their lives and determine their next moves. ...
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Recent Posts
Independent Trustee vs. Family Member Trustee: Pros and Cons in Estate Planning
Should you appoint a family member or an independent trustee? Explore the pros and cons of each option and how the right choice can impact family harmony, governance, and long-term legacy planning. Independent Trustee vs. Family Member Trustee: Pros and Cons in Estate Planning When creating a trust as part of an estate plan, ...
<p>The post Independent Trustee vs. Family Member Trustee: Pros and Cons in Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction
The IRS released updated tax brackets and standard deduction amounts for the 2026 tax year. Learn how these changes may impact planning for individuals and families. Understanding the 2026 Federal Tax Updates Each year, the IRS adjusts key parts of the tax code ...
<p>The post 2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains
Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
