November 19, 2020 |
Can You Remove an Executor?
An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name the executor, but ...
Learn MoreCan You Remove an Executor?
An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name the executor, but if one has not been named or no will exists, the court needs to appoint a person in this role.
An executor has what is known as a fiduciary duty. This means they must uphold the interests of the estate and the associated beneficiaries above their own interest. A violation of this could lead to the removal of the executor. Anyone appointed in this position should know that they have this legal obligation and be fully prepared for what it means to have this responsibility and duty to the estate. 
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Blog
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 MoreNovember 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 ...
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<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
