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Article-97592

January 28, 2021 |

Is It Enough to Tear Up My Durable Health Care Power of Attorney to Revoke It?

When a durable power of attorney for health care or living will is given to you voluntarily by another person, you always maintain the ability ...

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Article-97604

January 25, 2021 |

How We Embraced The ‘Swirl’

A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for ...

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Article-97594

January 20, 2021 |

Inflation Could Harm Your Retirement Without Careful Planning

Many people work their entire lives for the hope of a well-deserved and peaceful retirement. With increasing longevity and the rising costs of health care, ...

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Article-118770

January 19, 2021 |

What You Need to Know About Affording an Estate Plan

The majority of Americans don’t have a plan in place but estate planning is not only for wealthy individuals and business owners. A basic plan ...

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Article-97570

January 18, 2021 |

Your Home & Estate Planning: Avoid This Mistake

Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s ...

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Article-97546

January 7, 2021 |

What Role Does a Representative Payee Play in Estate Planning?

  The Social Security Administration defines a representative payee as a person or entity that is designated to manage or receive supplemental security income or ...

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Article-97568

January 7, 2021 |

Study Finds High Net Worth Individuals Preparing for Possible Tax Increases

  Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...

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Article-118769

January 6, 2021 |

Irrevocable Trusts and Crummey Powers

If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...

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Article-118768

January 5, 2021 |

Tax Authorities Claim That Executors Undervalued Prince’s Estate

  Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...

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Article-97543

January 2, 2021 |

Who Should Serve as a Trustee?

Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>