Article-123582

August 9, 2022 |

Do You Have an Asset Allocation Plan?

There are many different financial mistakes that could set you up for disasters in the future. Many people struggle to understand the basic concepts of ...

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Article-95517

February 5, 2018 |

Important Documents Series Part 1: What Should You Keep for Estate Planning Purposes?

Many people worry about having the appropriate documents on hand. In this four-part series, we’ll explore the various issues associated with keeping documents so that ...

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Article-95510

January 31, 2018 |

What You Need to Know About Prioritizing a Dead Spouse’s Debts

  When a spouse passes away, it can be an alarming discovery to realize that they have more liabilities than they did assets. Paying off ...

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Article-3999

February 1, 2016 |

Are You Forgetting About an Estate/Tax Time Bomb?

If you’re a parent and you have used the New Year to do some estate planning for the year ahead, it’s important to get the ...

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Article-2871

October 24, 2014 | Living Trusts: The Importance of Proper Funding

Living Trusts: The Importance of Proper Funding

If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you peace of mind ...

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Article-2866

October 23, 2014 | Married Without Children? An Estate Plan Can Help You Give Back

Married Without Children? An Estate Plan Can Help You Give Back

If you are married but do not have any children to pass down your assets to, look at estate planning as your opportunity to do ...

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Article-2565

May 14, 2014 | Beneficiaries

Banking on an inheritance? Don’t count your chickens before they hatch!

New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those ...

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Article-2134

March 20, 2014 |

How To Handle Leaving Unequal Amounts To Your Children

Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...

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Article-2035

March 13, 2014 |

Keys To Selling Your Family Business

There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the ...

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Article-1972

March 12, 2014 |

Teenager Gets $25 Million Fortune – With One Catch

Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his ...

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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>