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Article-96913

February 3, 2020 |

What Can You Learn from the Biggest Celebrity Estate Mistakes?

It seems like every few months another celebrity is covered in the news with an estate planning mess. With the recent passing of Kobe Bryant, ...

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Article-96910

February 1, 2020 |

Mind Your Business

What will happen to the family business when you’re not around? Simple, my children will take helm and run it JUST LIKE I DID! Are you ...

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Article-96906

January 31, 2020 |

What Happens If My Long-Term Care Policy Lapses?

If you were under the impression that Medicare will continue to provide for your long-term care needs, including payments to a nursing home, this could ...

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Article-96903

January 30, 2020 |

I’ve Avoided Probate, But Have I Missed Anything Else?

Avoiding probate has many different factors that could lead you to search out services and opportunities to avoid this process. However, it’s not the magic ...

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Article-96899

January 29, 2020 |

How Does a Payable on Death Bank Account Work?

There are many different ways that you can protect your interests and money and keep it outside of probate. In order to do this, it ...

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Article-96896

January 28, 2020 |

Splitting Up Assets for Your Children: Considering Special Needs

There are many different circumstances that might prompt you to consider whether leaving an unequal estate plan to your children is recommended. Every family has ...

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Article-96893

January 27, 2020 |

Organize Your Assets Before Tackling Estate Planning

If you’re like most people, you’ve got a long list of things you want to accomplish in 2020. Some of these are ongoing tasks and ...

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Article-96888

January 24, 2020 |

“Funding” your Plan: Asset Alignment

You’ve signed your Estate Planning Documents, CONGRATULATIONS!!! BUT…   Signed Documents ✔ Estate Plan Constructed ✔ Pat on Back ✔  Why the BUT??? Because there is one more important item ...

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Article-96884

January 23, 2020 |

How Is the SECURE Act Really Going to Change the Scope of Estate Planning?

The SECURE Act is designed to help address many of the current issues related to retirement in the united states. This could have significant implications ...

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Article-96881

January 22, 2020 |

Does A Young Family Really Need Estate Planning?

The first time that most people approach the subject of creating an estate plan is when they have some sort of a family member that ...

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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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<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>