July 13, 2020 |
When & How do I Find an Elder Care Planning Attorney?
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not ...
Learn MoreWhen & How do I Find an Elder Care Planning Attorney?
Americans are living longer than ever but that doesn’t always mean a longer quality of life. A proper elder care plan should account for not only having the right people in the right roles in order to make the proper financial & health Care decisions, but also guidance and direction with respect to your wishes should you not be able to speak for yourself.
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Blog
July 10, 2020 |
Can you put limitations in a Will?
When I’m speaking with a client regarding their Estate Planning, and we are discussing their Will specifically, I encouraged them to think of the Will ...
Learn MoreJuly 9, 2020 |
Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries
There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law ...
Learn MoreJuly 8, 2020 |
Revisiting Your Estate in the Wake of a Divorce
Going through a divorce is difficult and it shakes up your family structure and even your day-to-day life in a big way. There are also ...
Learn MoreJuly 5, 2020 |
Is Trust Administration Different from Probate?
When planning ahead for the future of your estate, trust administration and probate administration are not one and the same. There are some key differences ...
Learn MoreJune 29, 2020 |
What Is a Psychiatric Advanced Directive?
Much like a health care power of attorney or a medical advanced directive, a psychiatric advanced directive is a legal document that is completed to ...
Learn MoreJune 26, 2020 |
A Post-65 Estate Planning Primer
Estate planning is not just for the elderly. It’s not even just for those who see retirement on the horizon. Estate planning makes sense for ...
Learn MoreJune 25, 2020 |
New Study Holds Promise for Seniors in Long Term Care
A recent research study from Simon Fraser University has important implications for one of the most common injuries that happen inside nursing homes: falls. Slip ...
Learn MoreJune 24, 2020 |
What 0.6% Interest Rates Mean for Your Estate Planning
When interest rates adjust, you need to have in the back of your mind that it might be time to sit down and look at ...
Learn MoreJune 23, 2020 |
Update Your Planning If a Divorce Is on the Horizon
Have you recently filed for divorce or are you in the midst of the proceedings to legally end your marriage? It’s easy to feel like ...
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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>
