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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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Article-96952

February 24, 2020 |

Get a Spring Cleaning Start on Estate Planning

It’s the perfect time of year to incorporate your estate planning into the bigger picture. Estate planning requires a team approach and communication with all ...

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Article-96949

February 19, 2020 |

My Parent is Struggling with Dementia: What Now?

If your loved one was recently diagnosed with dementia, the entire family has plenty of things to think about. It’s hard to determine when things ...

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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>