January 19, 2021 |
What You Need to Know About Affording an Estate Plan
The majority of Americans don’t have a plan in place but estate planning is not only for wealthy individuals and business owners. A basic plan ...
Learn MoreWhat You Need to Know About Affording an Estate Plan
The majority of Americans don’t have a plan in place but estate planning is not only for wealthy individuals and business owners. A basic plan can include a power of attorney, a living will, and a will.
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Blogs for Estate Planning
January 18, 2021 |
Your Home & Estate Planning: Avoid This Mistake
Sadly, far too many children face the loss of their elderly parents and then have to take on the complicated task of selling a parent’s ...
Learn MoreJanuary 7, 2021 |
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...
Learn MoreJanuary 6, 2021 |
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...
Learn MoreJanuary 5, 2021 |
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...
Learn MoreDecember 23, 2020 |
Should You Create an Irrevocable Trust for Your Spouse?
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to ...
Learn MoreDecember 22, 2020 |
Is Now the Right Time to Use Your Lifetime Gift Exclusion?
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions ...
Learn MoreDecember 17, 2020 |
What Is Portability as It Relates to My Estate?
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, ...
Learn MoreDecember 16, 2020 |
What is a Charitable Lead Trust?
There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can ...
Learn MoreDecember 16, 2020 |
Can I Reduce My Estate Taxes by Paying for Education Now?
If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer ...
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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>
