February 6, 2019 |
Leaving your Furniture on the Front Lawn?
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture ...
Learn MoreLeaving your Furniture on the Front Lawn?
If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture on the front lawn when you got to your new home, would you? Creating a trust and not funding, or moving, your assets into the trust is very much like that.When looking into Estate Planning, a common misconception is that creating your trust/ signing your carefully planned trust documents is all that needs to be done. Whether you have a trust (revocable or irrevocable) or a will, it is crucial that you align yourassets with your trust.
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Blogs for Estate Planning
February 5, 2019 |
Can I Leave Frequent Flyer Miles Behind in My Estate Plan?
You might be able to include other assets outside traditional ones in your estate plan, including frequent flyer miles. Certain U.S. airlines will allow you ...
Learn MoreFebruary 4, 2019 |
What Was Left Behind by Famous People in U.S. History?
Ancestor.com’s U.S. probate and wills collection provides vast details about what people in the past left behind to their loved ones. Some of the most ...
Learn MoreJanuary 30, 2019 |
Five Common Goals Associated with The Estate Planning Process
If you’re like most individuals, you already know that estate planning is a good idea, but you might have put it off for one reason ...
Learn MoreJanuary 29, 2019 |
Does Every Will Go Through Probate?
Probate is a very common legal procedure that many people think of as an expensive and complex process. For simplified estates, however, probate might be ...
Learn MoreJanuary 28, 2019 |
Who Is A Trustee?
When you think of the process of estate planning, there are two likely instruments that pop into your mind; a trust and a will. Wills ...
Learn MoreJanuary 23, 2019 |
What Are the Pros and Cons of Using the Probate Process?
The probate process should run quickly and smoothly, but this is not always guaranteed and the leading reason why people choose to use estate planning ...
Learn MoreJanuary 22, 2019 |
What Are the Most Important Duties of a Will Executor?
Establishing someone as the executor of your will requires advanced planning and careful thought about whether or not this person is indeed comfortable to serve ...
Learn MoreJanuary 21, 2019 |
What Is Medicaid Crisis Planning?
Perhaps you are a loved one of adult elderly parents who may be in need of nursing home support and assistance or perhaps you are ...
Learn MoreJanuary 16, 2019 |
Do You Really Need Help with Your Financial and Estate Planning?
There’s a strong chance that you don’t have the knowledge, patience, interest or time to deal with complicated financial matters. This is one of the ...
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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>
