Article-1370

November 27, 2013 |

Considering Providing In-Home Care for a Loved One? Read This First

For some elderly citizens, remaining at home is no longer an option. Either physical or mental deterioration makes it impossible for them to carry out ...

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Article-1368

November 26, 2013 |

Three Investment Structures for Asset Protection & Tax Planning

There is no one-size-fits-all asset protection strategy. Rather, asset protection needs to be completed for each individual or family and is based on particular needs. ...

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Article-1340

November 21, 2013 |

Give Serious Consideration to End of Life Decisions

One major part of estate planning is determining what kind of care, if any, you would like to receive at the end of your life. ...

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Article-1329

November 20, 2013 |

Information Overload: The Need to Know for Seniors and Medicare

With the changing field of health coverage and insurance thanks to the Affordable Healthcare Act, senior citizens who receive or are anticipating receiving Medicare may ...

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Article-1325

November 19, 2013 |

Circle of Life: Live Events That Affect Your Asset Protection

Asset protection planning does not happen all at once. Rather, an individual’s or family’s asset protection strategies should grow and evolve with them. A recent ...

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Article-1323

November 14, 2013 |

Choosing Your Executor

One of the most important estate planning decisions a person can make is deciding who will serve as the executor of the estate. This is ...

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Article-1320

November 13, 2013 |

Long Term Care Planning: Understanding the Medicaid Look-Back Provision

For those engaged in the process of Long Term Care Planning, perhaps the most intimidating proposition is Medicaid’s look-back provision. This provision provides that certain ...

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Article-1291

November 12, 2013 |

Before Kramer vs. Kramer: Protecting Assets Following Divorce

One of the greatest threats to an individual’s wealth is divorce. With the chance of a successful marriage hovering at or below 50% in the ...

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Article-1288

November 7, 2013 |

Avoid These Common Estate Planning Mistakes

Estate planning is a field fraught with pitfalls. All too often, estate planning mistakes are discovered after the person who created the estate plan has ...

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Article-1277

November 6, 2013 |

See Something, Say Something: It’s Okay to Report Elder Abuse

Too many of our nation’s senior citizens have suffered financial abuse from strangers, caregivers, and even their own family members. 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

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<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>