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 ...
Learn MoreJust 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 fiduciary, remaining responsible for managing your assets. It’s important that the trustee and the person hiring such an individual understand that trusteeship is not a quick or simple job. This position requires energy, common sense, and willingness to focus on the finer details. 
When hiring a trustee, it’s important to be clear about all details and be willing to reconsider the relationship if life conditions of either party change over time. If you are not comfortable with an individual serving in this role, institutional trusteeship is one option.
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Blogs for July 2015
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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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 ...
Learn MoreJuly 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>
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<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
