March 5, 2014 |
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreMarch 5, 2014 |
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreJanuary 16, 2014 |
While it is not the first item on everyone’s resolution list, the New Year is a great time to discuss your estate plan with your ...
Learn MoreDecember 24, 2013 |
As a recent article explains, high net worth families are increasingly turning to tangible assets to hold their wealth. A 2012 report cited in the ...
Learn MoreNovember 28, 2013 |
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die. A recent article ...
Learn MoreSeptember 5, 2013 |
It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The stakes for these ...
Learn MoreSeptember 3, 2013 |
For members of the baby boomer generation, estate planning is about more than organizing their financial affairs. Many Boomers wish to create estate plans that ...
Learn MoreAugust 22, 2013 |
Estate planning is not solely about tax avoidance. A recent article discusses several other issues that render estate planning paramount, despite the value of your ...
Learn MoreMay 1, 2013 |
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public conversation. A recent ...
Learn MoreApril 17, 2013 |
What some people would think of only as a blessing can also be a curse. Family wealth is, at times, a double-edged sword, as Thayer ...
Learn MoreApril 10, 2013 |
When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the ...
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Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...
<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...
<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
A successful business transition doesn’t happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare the next generation ...
<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>