October 30, 2015 |
Estate Planning: Make Sure You Have a Trust Protector
Appointing a trustee is an important evaluation that should involve careful consideration of a person’s ability to help serve in this role. If a trustee ...
Learn MoreEstate Planning: Make Sure You Have a Trust Protector
Appointing a trustee is an important evaluation that should involve careful consideration of a person’s ability to help serve in this role. If a trustee eventually proves poor at his or her job or they pass away, a trust protector may aid with flexibility and control. A trust protector can be seen as like a police officer who can write out tickets. 
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Blogs for October 2015
October 29, 2015 |
Estate Planning: Preventing the Money Split
Keeping a family together requires talking and planning, and this is also essential when putting together your goals for your estate. In this process you ...
Learn MoreOctober 28, 2015 |
Asset Protection Planning: What is the Nevis LLC?
Have you ever heard of Nevis Island before? It’s a no-tax offshore domicile within the country of St. Kitts and Nevis, which is totally independent. ...
Learn MoreOctober 27, 2015 |
Business Succession: Tying a Plan to Your Vision
Setting a course for the future of your business involves looking well into the future. Difficulties can often act to narrow and constrict your long-term ...
Learn MoreOctober 26, 2015 |
Planning Ahead for the Special Needs Child
Being the parent of a child with special needs requires careful planning and consideration of the child’s future. It’s important to know many children with ...
Learn MoreOctober 23, 2015 |
Elder Law: Do We Really Need a Medicaid Specialist?
When a family member is looking at the need for long term care, it might seem overwhelming because there is so much material to ...
Learn MoreOctober 22, 2015 |
The Benefits of Getting References On Your Estate Planning Attorney
It goes without saying that knowing one estate planning attorney does not mean you know them all. Finding the right mix of experience, expertise, ...
Learn MoreOctober 21, 2015 |
A Tale of Family Business Woes
Family business carries with it a unique set of responsibilities and requirements, and the story of Cloyce Box illustrates that clearly. Cloyce went from having ...
Learn MoreOctober 20, 2015 |
Asset Protection: Increasingly Intriguing and Needed by the Wealthy
We’ve talked about asset protection planning a fair amount on this blog, but that’s because it carries a message worth repeating: you’ve worked hard to ...
Learn MoreOctober 19, 2015 |
Planning for Medicaid? Best to Include an Attorney
With an aging baby boomer population, concerns about paying for long-term care are front and center for many people right now. This has also led ...
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<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Why the Family Office Approach Makes Sense for Franchise Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
