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
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>
