Article-125484

January 10, 2024 |

White Elephant Inheritance

Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense ...

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Article-124341

September 13, 2023 |

Planning for a Future Inheritance: A 6-Step Guide for Teens and Families

The subject of inheritance can be emotionally charged and sometimes difficult to discuss. However, being well-prepared can make the process more straightforward and less stressful. ...

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Article-123675

October 5, 2022 |

Handling A Big Inheritance: Keep These Things in Mind

A big inheritance is a new financial opportunity for you and potentially even your family. But costly mistakes could block you from recovering the full ...

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Article-97894

June 4, 2021 |

How Is an Inherited Asset’s Cost Basis Calculated?

The vast majority of estates in the United States are not eligible for the federal estate tax but you may still be questioning how an ...

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Article-95577

March 8, 2018 |

What Future Heirs Can Anticipate Doing with A Sudden Cash Windfall

Those who want to pass on assets spend a lot of time determining who should get what, but this means that sometimes how that person ...

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Article-2824

October 2, 2014 | Could the Court Ruling on Art Save You Money?

Could the Court Ruling on Art Save You Money?

Art collectors are celebrating a recent decision handed down from a US Appeals Court which could help to minimize taxes. The court agree that shared ...

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Article-2565

May 14, 2014 | Beneficiaries

Banking on an inheritance? Don’t count your chickens before they hatch!

New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those ...

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Article-2317

April 1, 2014 |

3 Estate Planning Mistakes From Which To Learn

If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...

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Article-2264

March 26, 2014 |

Some Strategies To Shield Your Money

If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...

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Article-2134

March 20, 2014 |

How To Handle Leaving Unequal Amounts To Your Children

Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...

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Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...

<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>