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Article-96663

September 23, 2019 |

Two Kinds of Advanced Directives

Did you know that there are two ways you can explain your wishes should something happen to you and you are unable to advocate for ...

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Article-96658

September 18, 2019 |

Are You One of the Many Adults Who Find Finances Daunting?

Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find ...

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Article-96655

September 17, 2019 |

Your Estate Plan Isn’t Complete Unless You Have Discussed These Five Documents

Every so often it’s helpful to sit down and review your existing estate planning documents. Ideally you will have stored a copy of these with ...

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Article-96652

September 16, 2019 |

Do You Really Need Life Insurance in Addition to a Will?

If you don’t have any children and are currently not married, there’s a good chance you think you don’t need life insurance. If your first ...

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Article-96632

September 12, 2019 |

Neel Cruise Karaoke

I’ve been told in the past that it’s easy for me to discuss Estate Planning, Elder Law and Financial Planning with my loved ones because ...

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Article-96626

September 11, 2019 |

My Child Has a Disability. What Do I Need to Consider with Estate Planning?

As you grow older and are concerned about the future of a child with disability, the future can seem overwhelming or even daunting. Thankfully, sitting ...

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Article-96621

September 9, 2019 |

Lessons from the Jeffrey Epstein Estate: Creditors First

A significant legal battle could hold more information for others approaching the estate planning process. The last will and testament of Jeffery Epstein was dated ...

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Article-96618

September 4, 2019 |

Can You Simplify Managing Your Loved One’s Estate?

We all know in the back of our minds that at some point in our lives we might have to sort through a loved one’s ...

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Article-96615

September 3, 2019 |

Asset Protection for the Entrepreneur

Many well-known career fields are often associated with important asset protection planning. From lawyers to doctors and others with substantial wealth, it’s important to think ...

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Article-96611

September 2, 2019 |

America’s “Forgotten Middle” in Long Term Care Planning

The baby boomer generation is bringing to light some of the most common challenges with long-term care and future planning. Since it’s expected that many ...

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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>

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

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>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

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