Article-3841

November 30, 2015 |

Elder Law Preparation: A Legacy Account & Social Media

Planning for the future in terms of your estate may also include putting together a place for friends and family together and share memories. On ...

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Article-3833

November 27, 2015 |

What You Can Learn About Asset Protection Planning from the Ocean?

  Much like offshore assets, the Caribbean reef squid is a master of disguise. Its skin composition allow it to blend into surroundings and in ...

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Article-3830

November 26, 2015 |

Estate Planning is for Singles as Well

  Although the needs of a single individual could be different, the importance of conducting planning in this situation is just as important. A will ...

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Article-3836

November 25, 2015 |

Video: What is the difference between a “Will”, a “Living Will”, and a “Living Trust?”

What is the difference between a “Will”, a “Living Will”, and a “Living Trust?” Hear Attorney Neel Shah of Shah & Associates P.C. explain. For ...

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Article-3827

November 25, 2015 |

The Three Steps to Estate Planning

While techniques and strategies abound for estate planning, motivation to act in this manner is harder to trigger. Many people fear volatility and uncertainty leading ...

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Article-3823

November 24, 2015 |

Medicaid: The Community Spouse and the MMMNA

When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that ...

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Article-3820

November 23, 2015 |

Why is Business Succession Planning an Ounce of Prevention?

  A person given a one-third chance of survival in life is alerted to this fact. But in many cases a person whose business faces ...

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Article-3818

November 20, 2015 |

What Happens to Your Debt When You Die?

Although there’s plenty of talk about how you should prepare your assets for your death, it’s also beneficial to think about handling your debts. If ...

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Article-3816

November 19, 2015 |

What is a Captive Insurance Company?

In the process of putting together a risk management plan, your attorney or other advisor might suggest using a captive insurance company for your business. ...

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Article-3813

November 18, 2015 |

What is the CEO Succession Crisis?

It’s been said that the CEO succession process is broken in America. Although many situations call for a new generation of leaders to take the ...

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Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning

Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...

<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...

<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>