August 5, 2014 | Estate planning
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression ...
Learn MoreDo I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression that you must have a trust. While it’s not for everyone, there are so many trusts out there that it’s very likely you could find one that will help you to meet your goals, including to protect your assets and minimize taxes.
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Blogs for Trusts
July 23, 2014 | Asset Protection
How Did Shelly Sterling Control the Clippers Sale Decision?
The Los Angeles Clippers sale recently seemed to go ahead just the way that most players, fans, and the NBA commission wanted it, leading to ...
Learn MoreJuly 18, 2014 | Charitable Giving
When to Think About Charitable Remainder Unitrust Alternatives
For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing on assets currently ...
Learn MoreJuly 17, 2014 | Estate planning
For The Ladies: Special Estate Planning Considerations for Women
For the most part, financial planning and estate planning tools are very similar for men and for women, but there are several facts that result ...
Learn MoreJuly 14, 2014 | Last Will & Testament
Common Reasons A Will Might Not Hold Up In Court
Especially if you have taken it upon yourself to write your will, it’s important to know that you have opened your heirs up to the ...
Learn MoreJune 23, 2014 | What Can An Estate Planning Accomplish That I Can’t?
What Can An Estate Planning Accomplish That I Can’t?
In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely ...
Learn MoreJune 18, 2014 |
If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...
Learn MoreJune 9, 2014 |
Tips for Choosing a Trustee
Don’t overlook the importance of selecting a proper trustee for your estate planning. Regardless of the type of trust you are planning to use, you ...
Learn MoreJune 3, 2014 | Trusts
Time for New Jersey Residents to Reconsider the DING Trust
In light of today’s federal and state income tax environment, those living in high income tax states, like New Jersey, are always looking for options ...
Learn MoreMay 8, 2014 | Estate planning
Do You Have a Digital Fortune?
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...
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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>
