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Article-96994

March 17, 2020 |

Estate Planning & Your Home Title

There have been many commercials and some news stories about people having their homes stolen. The narrative in these stories typically goes that a thief ...

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Article-96990

March 16, 2020 |

Are You Subject to The Estate Planning Minefield? Beneficiary Designations Should Not Be Overlooked

You probably had no idea about just how many things can go wrong by listing the wrong person or a person who should no longer ...

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Article-96985

March 12, 2020 |

How Many People Don’t Have A Will In 2020?

Every year Caring.com conducts a study to determine where people’s minds are at with regard to estate planning. There are many different questions asked inside ...

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Article-96981

March 10, 2020 |

Don’t Keep Financial Secrets from Your New Mid-Life Partner

There are many complicated facets of estate planning that arise when marrying someone in mid-life. Keeping financial secrets and refusing to share your financial history ...

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Article-96978

March 9, 2020 |

Understanding the Complications of Annuities in An Estate Plan

Do you have an annuity? Is this a financial tool you created for your own future but is something that was ultimately moved out of ...

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Article-96974

March 3, 2020 |

Why Is Retirement Planning Complicated with A Late Divorce?

Getting divorced late in your marriage, such as several decades in, can create significant complications for a retirement planning. One partner might have saved a ...

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Article-96970

March 2, 2020 |

What Should You Do Right After A Loved One Passes Away?

The loss of a loved one can be an emotional and overwhelming experience and it can feel very difficult to understand what you need to ...

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Article-96964

February 27, 2020 |

My Roller Coaster Face, Fear/Excitement, Dinner Event

The picture below was taken at Six Flags Great Adventure on a ride called Kingda Ka. To protect the innocent, I blurred out the faces ...

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Article-96960

February 26, 2020 |

Three Estate Planning Steps to Take for New Parents

It’s very exciting to think about all of the possibilities ahead of you and your family when you have your first child, but in addition ...

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Article-96956

February 25, 2020 |

Are There Any Dangers with DIY Estate Planning?

Today, thanks to the multitude of online resources and tools you can find about many different legal processes including estate planning, it’s easy to feel ...

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Recent Posts

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>

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Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>