Article-2712

August 1, 2014 | Asset Protection Planning

Indian HSBC Client Found Guilty of Hiding Offshore Accounts

Offshore account taxpayer Ashvin Desai was recently sentenced to six months in prison in addition to six months of home confinement for not reporting foreign ...

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Article-2709

July 31, 2014 | Asset Protection Planning

Supreme Court Decision: Inherited IRA NOT Protected

A recent decision from the Supreme Court means there’s no better time than now to review your estate plans and ensure that you have identified ...

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Article-2705

July 23, 2014 | Asset Protection

How Did Shelly Sterling Control the Clippers Sale Decision?

The Los Angeles Clippers sale recently seemed to go ahead just the way that most players, fans, and the NBA commission wanted it, leading to ...

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Article-2702

July 22, 2014 | Blended Families

Estate Planning Tips for the Blended Family

Second or third marriages can be very fulfilling, but they also bring their own set of challenges when it comes to estate planning. There could ...

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Article-2699

July 21, 2014 | Business Law

Hey Buddy? Questions to Ask Before Going Into Business With a Friend

It’s exciting to think about the prospect of going into business with someone you already know, but this step should be taken carefully or you ...

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Article-2696

July 18, 2014 | Charitable Giving

When to Think About Charitable Remainder Unitrust Alternatives

For many individuals approaching estate planning, charitable giving is going to factor into the equation somehow. The most popular way of passing on assets currently ...

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Article-2693

July 17, 2014 | Estate planning

For The Ladies: Special Estate Planning Considerations for Women

For the most part, financial planning and estate planning tools are very similar for men and for women, but there are several facts that result ...

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Article-2690

July 16, 2014 | Business Law

Family Business: Steps to a Viable Succession Plan For Your Family Business (Part 2)

There is no doubt that working in a family business can be rewarding, but it might also come with some challenges. With regard to succession ...

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Article-2686

July 15, 2014 | DING

Saving Taxes: Is a DING Trust Right For Me?

Like a lot of business planning strategies, it’s best that you meet with a legal professional to discuss the best tactics for your situation. One ...

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Article-2683

July 14, 2014 | Last Will & Testament

Common Reasons A Will Might Not Hold Up In Court

Especially if you have taken it upon yourself to write your will, it’s important to know that you have opened your heirs up to the ...

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<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>

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<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>