December 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 MoreWatch That Step!: Estate Planning Oversights to Avoid
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Blogs for Wills
November 14, 2013 |
Choosing Your Executor
One of the most important estate planning decisions a person can make is deciding who will serve as the executor of the estate. This is ...
Learn MoreOctober 9, 2013 |
What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in various forms, are ...
Learn MoreOctober 3, 2013 |
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is often the last ...
Learn MoreSeptember 12, 2013 |
Long-Term Care for Your Cat
All too often, cats are surrendered to animal shelters because their owner either died or had to enter a long-term care facility where the cat ...
Learn MoreSeptember 4, 2013 |
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and uncomfortable conversations to ...
Learn MoreAugust 29, 2013 |
Don’t Keep it a Secret! – The Truth About Estate Planning Conversations
Recently, BMO Management conducted a survey concerning communication of estate plans. Although 90% of American adults surveyed stated that estate planning is “an important topic ...
Learn MoreAugust 6, 2013 |
Even the Wiseguys: Gandolfini’s Disastrous Estate Plan
After “Sopranos” actor James Gandolfini’s unexpected death at the age of 51, a recent article has described his estate plan as disastrous. Americans should take ...
Learn MoreJune 12, 2013 |
Estate Planning: Lessons from Warren Buffett
One of the most interesting parts of Warren Buffett’s estate plan is how he designed it to leave his children just enough so that they ...
Learn MoreMay 1, 2013 |
Estate Planning Oversight Will Cost Koch Estate 3 Million Dollars
After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public conversation. A recent ...
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Recent Posts
The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed
An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...
<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Happens to Your Financial Life When You Retire? A 12-Month Checklist
Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...
<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
