Article-3810

November 17, 2015 |

Three Basic Reasons for Physician Asset Protection Planning

The successful physician may find himself or herself suddenly catapulted into a whole new income bracket after years of education and training. With this new ...

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Article-3807

November 16, 2015 |

Strategies for Shifting Income for Taxpayers

Wealthy taxpayers who have incomes above a certain threshold should be aware of some basic tips for shifting incomes and minimizing the hit of taxes. ...

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Article-3803

November 13, 2015 |

Is a Revocable Living Trust the Best Way to Provide Asset Protection?

Although a revocable living trust is one of the most commonly recommended by an attorney when you are crafting your will or taking other estate ...

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Article-3800

November 12, 2015 |

The Benefits of Asset Protection Planning in Nevada

When a liability issue arises, action is often too late even if it’s well-meaning. Early formation of an LLC or an asset protection trust in ...

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Article-3796

November 11, 2015 |

Tips for Business Succession Planning: Is Selling the Business Always the Better Choice?

When confronted with what to do for business succession planning, a business owner might consider multiple options including passing the business on to other family ...

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Article-3793

November 10, 2015 |

What Role Does Ageism Play for Elders?

First defined in 1968, ageism refers to the systematic stereotyping of and discrimination against individuals as a result of their age. Social scientists argue that ...

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Article-3789

November 9, 2015 |

Risks and Opportunities Associated With Estate Planning Linked to Europe

Recently European succession regulation went into effect for all members of the European Union except Denmark, the United Kingdom and Ireland. One important regulation for those ...

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Article-3786

November 6, 2015 |

What a Second Marriage Means for Estate Planning

A second marriage can raise many questions about who gets what, whether these people should get property, and will feelings be hurt? Each spouse should ...

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Article-3783

November 5, 2015 |

Tips for Saving on Estate Planning Costs

Knowing what you need is simply the first step in estate planning. Most people will use a power of attorney, a will and a healthcare ...

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Article-3780

November 4, 2015 |

What Does the CCRC Mean for Estate Planning?

Planning for your later life and how you’ll use your assets to support your retirement might involve a Continuing Care Retirement Community. This rides the spectrum ...

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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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<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>