Article-529

February 27, 2013 |

Lacking a Business Succession Plan? You’re Not Alone

An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. ...

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Article-514

February 20, 2013 |

Pointers for Asset Protection Planning

An article in Forbes likens asset planning to “taking chips off the table in good times, so that you can still walk away from the ...

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Article-486

February 13, 2013 |

Equalizing Inheritance for Your Children

When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually ...

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Article-481

February 6, 2013 |

Estate Planning for Married Couples

In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent ...

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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>

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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>