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 ...
Learn MoreThe 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 them to become decisive. Many others are put off still by a perception that they do not need estate planning, meaning that they skip out on the process altogether.
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Author: ron_rasco
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 ...
Learn MoreNovember 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 ...
Learn MoreNovember 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 ...
Learn MoreNovember 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. ...
Learn MoreNovember 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 ...
Learn MoreNovember 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 ...
Learn MoreNovember 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. ...
Learn MoreNovember 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 ...
Learn MoreNovember 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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Recent Posts
Succession Planning Checklist for Business Owners and Families
Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...
<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning
Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...
<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Hidden Cost of a Disjointed Financial Portfolio
Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...
<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
