Article-3572

July 10, 2015 |

Just How Important is the Trustee of an Estate?

Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a ...

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Article-3569

July 9, 2015 |

Fast Facts on Medicaid Recovery and the Affordable Healthcare Act

As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and ...

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Article-3563

July 7, 2015 |

Business Valuation for the Purposes of Exit Planning: It’s a Priority Task

One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry ...

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Article-3566

July 7, 2015 |

Asset Protection Tips: Legitimate Captives

The IRS recognizes the legitimate business concern of creating a small and closely-held insurance company in order to cover some of the risk associated with ...

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Article-3558

July 6, 2015 |

The Dangers of Social Isolation for Elders

As children grow older and leave the home, as retirement takes away much of the interaction with work contacts, and as the possible loss of ...

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Article-3553

July 3, 2015 |

Asset Protection Tips: How to Handle Cutting Off Alimony if Your Spouse Has Moved On

If you were party to an alimony arrangement where the other spouse has received benefits, it’s not uncommon for circumstances to change over time. Alimony ...

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Article-3550

July 2, 2015 |

Business Succession Advice: What to Know About the Unsolicited Offer

If someone comes to you seemingly out of the blue to make an offer on your business, tread carefully. Although this can seem exciting, you ...

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Article-3547

July 1, 2015 |

Estate Planning: Wills for Heroes

Putting together wills and powers of attorney are cornerstones of estate planning. In the aftermath of 9/11, an attorney in South Carolina approached first responders ...

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Recent Posts

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>

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Much Cash Should a High-Net-Worth Family Actually Keep?

How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...

<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>