December 26, 2012 |
Increase the Value of Your Charitable Giving
As the economy continues to heal, charitable giving is again growing. Following two consecutive years of decline, charitable giving increased 3.8 percent from 2009 to ...
Learn MoreDecember 26, 2012 |
As the economy continues to heal, charitable giving is again growing. Following two consecutive years of decline, charitable giving increased 3.8 percent from 2009 to ...
Learn MoreDecember 19, 2012 |
Although most people do not enter into a franchise agreement with the goal of creating a family business, children are increasingly choosing to succeed their ...
Learn MoreDecember 12, 2012 |
Many a Wall Street Guru has opined that the American public has simply given up on stocks. To make their case, they point to low ...
Learn MoreDecember 8, 2012 |
As I attended a Christmas play with my family last weekend (TWAS THE NIGHT BEFORE CHRISTMAS @ the Kelsey Theater), I tried for a couple of ...
Learn MoreDecember 5, 2012 |
While many people write off asset protection as a mechanism for the very wealthy, the reality is that it would be worthwhile for middle class ...
Learn MoreDecember 2, 2012 |
Two articles about this week sought to shed some light on the estate tax developments, political positions as it pertains to the estate taxes & ...
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Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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 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>