October 25, 2017 |
Think About More Than Just Money for Your Children’s Estate Planning
If you are thinking ahead about how you can support your minor children, you need to consider more than just the money. Do you know ...
Learn MoreThink About More Than Just Money for Your Children’s Estate Planning
If you are thinking ahead about how you can support your minor children, you need to consider more than just the money. 
Do you know what would happen to your minor children if you were to pass away unexpectedly? This is a difficult topic to think about, but it is also a crucial estate planning decision that is well worth making. The answer may seem obvious, depending on your individual situation.
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Blogs for Estate Planning
October 20, 2017 |
A Personal Note from Managing Attorney Neel Shah 10/20/2017
Last week I was privileged to present at a National Symposium in Los Angeles as part of WealthCounsel & ElderCounsel, which is an elite network ...
Learn MoreOctober 16, 2017 |
So My Estate Plan is Finally Complete. What Do I Need to Do Now?
After you’ve put together your ancillary documents, your power of attorney, your trusts and your will, you might assume that you’re prepared for anything. While ...
Learn MoreOctober 12, 2017 |
Are You Overlooking These Common Digital Assets in Your Estate Planning?
It makes sense that any digital assets that contain money or something of value should be considered in your digital estate plan. However, with a ...
Learn MoreOctober 11, 2017 |
New Research Shows That Parents Play Favorites with Children in Estate Planning and More
Parents may try their best to treat children equally. However, a new research study shows that they may have a favorite and it will ...
Learn MoreOctober 10, 2017 |
Key Questions to Ask When Giving Away Your Money Before You Pass Away
There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate. Consulting with ...
Learn MoreOctober 5, 2017 |
Looking at All Sides of Your Estate Plan
Most estate planning conversations with a lawyer have to do with the trusts that are set up upon each individual’s death, their attitudes or self-sustaining ...
Learn MoreOctober 3, 2017 |
Maximizing the Value of Your Estate: Hire a Lawyer When Considering Real Estate
Leaving behind sizeable cash assets, gifting or transferring this type of wealth to family members is part of your estate plan and could be subjective ...
Learn MoreOctober 2, 2017 |
A Sudden Death in the Family Can Present Challenges for Your Loved Ones
If the joint owner on a piece of property passes away, other individual owners may have questions about removing their name and whether or not ...
Learn MoreSeptember 28, 2017 |
Trust, Taxes, and Income
For the majority of retired investors and retirees overall, taxes, trusts, and income are all critical issues. These may be seen as a necessary evil ...
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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
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<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>
