Article-1965

March 4, 2014 |

What To Do When Your Elderly Parents Move In With You

More and more, elderly parents are moving in with their grown children. With the increasing costs of nursing homes, this makes financial sense for many ...

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Article-1939

February 27, 2014 |

The Right Way to Plan for Your Special Needs Child

Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special needs children who ...

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Article-1881

February 26, 2014 |

The Fifteen Best Countries for Overseas Retirement in 2014

It is not uncommon for Americans to spend significant time away from their home state in order to take advantage of more favorable living conditions. ...

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Article-1817

February 25, 2014 |

Are You a Sitting Duck? Four Asset Protection Strategies to Consider

Many investors are so focused on their return on investment that they fail to consider or implement asset protection strategies. As a recent article explains, ...

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Article-1745

February 20, 2014 |

About an Angel: Estate Planning Lessons from Farrah Fawcett

Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for ...

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Article-1719

February 19, 2014 |

Four Actions to Take Before Your Death

The end of a person’s life can be a difficult and confusing time. However, it doesn’t have to be. A recent article discusses four actions ...

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Article-1687

February 18, 2014 |

Tax Avoidance Scheme for Wealthy: Move Assets Across State Borders

Not all states are created equal when it comes to income taxes. As part of their estate planning and asset protection schemes, wealthy Americans are ...

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Article-1677

February 13, 2014 |

One Family’s Quest to Pass on the Business

For families that own small businesses, one vital part of estate planning is succession planning. Through succession planning, a business owner plans for the future ...

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Article-1674

February 12, 2014 |

Can Only One Child be Given Power of Attorney?

For those parents who have multiple children, estate planning is often a matter of attempting to determine what distribution of powers will be perceived as ...

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Article-1672

February 11, 2014 | Business Owners

Hotel Executive May Face Liability in Best Western Deaths

Damon Mallatere, president of Appalachian Hospitality Management, is in hot water after three hotel guests died of carbon monoxide poisoning. As a recent article explains, ...

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

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>

New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

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<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<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>