July 6, 2016 |
What to Do After a Loved One Passes Away
The death of a close friend or a family member can rock your world in big ways. There are many different legal matters that ...
Learn MoreWhat to Do After a Loved One Passes Away
The death of a close friend or a family member can rock your world in big ways. There are many different legal matters that need to be addressed as soon as possible after a loved one passes away. Although this can be an overwhelming time, understanding the steps to take can be important.
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Blogs for Estate Planning for Attorney
June 16, 2014 |
Avoiding Estate Planning Mistakes: Unfunded Living Trusts
When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...
Learn MoreMay 1, 2014 | Estate planning
The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws
At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...
Learn MoreApril 25, 2014 | Estate planning
For the Furry Ones in Your Life: Estate Planning With Pets in Mind
Although many people have heard about the traditional aspects of estate planning, like a will, it’s all too often forgotten that you may have others ...
Learn MoreApril 24, 2014 | Estate planning
Estate Planning and Reproductive Technology
Unfortunately, estate planning law hasn’t really stayed on pace with reproductive technology and rights, generating quandaries about inheritance rights. It would make sense that children ...
Learn MoreFebruary 20, 2014 |
About an Angel: Estate Planning Lessons from Farrah Fawcett
Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for ...
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Recent Posts
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Estate Planning Isn’t Just About Who Gets Your Money
Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...
<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How Much Cash Should a High-Net-Worth Family Actually Keep?
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<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
