July 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 MoreRevisiting 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 so many legal issues that have to be handled to dissolve the marriage and allow you to move on with your own life, such as moving into a new place to live or updating your last name if you had previously taken the last name of your spouse.
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Blog
July 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 ...
Learn MoreJune 22, 2020 |
Have You Discovered Gaps in Your Financial Plans?
If you’ve done any financial planning at all, it’s common to feel like it’s a bit overwhelming to keep track of all the things you ...
Learn MoreJune 19, 2020 |
Tips for Preventing Sibling Arguments Over Your Estate Plan
The last thing you want is for your loved ones to end up in court battling over the terms of your estate. In addition to ...
Learn MoreJune 18, 2020 |
What’s the Appeal of Using a Trust?
A YouGov study found that over three quarters of Americans recognize that estate planning is essential but only 40% of people within the country do ...
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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>
