November 12, 2019 |
New Estate Tax Amounts Announced for 2020
The IRS has authority on the estate tax and gift tax amounts that affect individuals and families and recently announced changes to the estate tax ...
Learn MoreNew Estate Tax Amounts Announced for 2020
The IRS has authority on the estate tax and gift tax amounts that affect individuals and families and recently announced changes to the estate tax amount for 2020.
If your estate plan requires an update or if you’d like to adjust your giving strategy in 2020, now is the right time to speak with an estate planning lawyer about those options.
Schedule a meeting with a member of our advisory team
Blog
November 11, 2019 |
Three Tips to Make Business Succession Planning a Breeze
No entrepreneur wants to think about a future in which they are not involved in their business without that being their own choice. It’s smart ...
Learn MoreNovember 6, 2019 |
Where Should I Keep My Will?
If you already created your own will without the help of an attorney, it’s still a good idea to have a lawyer review your document ...
Learn MoreNovember 5, 2019 |
When to Begin Asset Protection Planning
Are you concerned about your assets being exposed to risks? Worried that your personal assets could be tapped through a lawsuit or through a creditor ...
Learn MoreNovember 4, 2019 |
Own a Financial Firm? It’s Time to Start Succession Planning
Many financial advisors are soon to be aging out of their companies. The average age of today’s financial advisors in the United States is in ...
Learn MoreOctober 30, 2019 |
Asset Protection Planning: What’s Your Personal Liability?
You’ve purchased car insurance to give you peace of mind if you’re ever in an accident. Based on the same potential exposure risk, you also ...
Learn MoreOctober 29, 2019 |
Are You Living in One of the Most Expensive States for Long Term Care?
Long term care costs could decimate your retirement planning if you don’t work out a plan to qualify for Medicaid in advance. Talking to an ...
Learn MoreOctober 28, 2019 |
Your Estate: Don’t Assume it Will All Be Figured Out
The topic of completing your will might give you some nerves because you don’t want to think about when you’re no longer around or because ...
Learn MoreOctober 23, 2019 |
What Should You Consider When Passing On a Big Inheritance?
Even though receiving inheritance might seem like a welcome windfall for people in your family, there are some setbacks associated with receiving a substantial inheritance. ...
Learn MoreOctober 22, 2019 |
What Should Busy Doctors Consider with an Asset Protection Plan?
Having the best financial practices in place is important for new and experienced physicians. Doctors are unique due to the significant amount of time they ...
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Recent Posts
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Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...
<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
