March 5, 2014 |
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreHoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for two of his daughters and their mother.
The will was signed in 2004 when the actor had just one child, Cooper, now 11. But he subsequently had two daughters, Tallulah and Willa, neither of whom are mentioned in the will.
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Blogs for Estate Taxes
February 6, 2014 |
It’s Good Enough for Walmart: Tax Avoidance with a GRAT
Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...
Learn MoreJanuary 8, 2014 |
Believe in Vacation Ownership? Estate Planning for Your Timeshare
Some assets are more difficult to plan for than others. As a recent article explains, timeshares can be the source of an extreme headache when ...
Learn MoreDecember 31, 2013 |
Survey Says! Many High Net Worth Individuals Still Fail to Plan
Although estate planning is vital for high net worth families, a recent survey released by Spectrum’s Millionaire Corner reveals that less than one quarter of ...
Learn MoreDecember 19, 2013 |
Watch That Step!: Estate Planning Oversights to Avoid
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise it regularly as ...
Learn MoreDecember 12, 2013 |
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...
Learn MoreNovember 28, 2013 |
Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die. A recent article ...
Learn MoreOctober 22, 2013 |
Calling an Audible: Avoiding Taxes Caused by a Bypass Trust
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with the unintended consequences ...
Learn MoreOctober 15, 2013 |
Income Tax Planning While Planning Your Estate
Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent article explains that ...
Learn MoreOctober 10, 2013 |
Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business
Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for a viable succession ...
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<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>
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<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>
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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>
