November 5, 2013 |
Four of a Kind: Four Asset Protection Strategies
Those who have substantial assets are often the targets of lawsuits. It is therefore vital that high net worth individuals and families practice asset protection ...
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Author: ron_rasco
October 31, 2013 |
When Considering Life Insurance
Life insurance is a simple concept. A person takes out a policy in order to provide funds to his or her loved ones upon his ...
Learn MoreOctober 30, 2013 |
529 Plans Benefit Grandparents and Grandchildren
As a recent article explains, a majority of wealthier investors prefer to transfer money to their grandchildren through 529 college savings plans. In part, 529 ...
Learn MoreOctober 29, 2013 |
Thanks Gramps! Planning Gifts to Grandchildren
Often, grandparents who have extra money wish to assist their grandchildren financially. A recent article discusses three ways through which grandparents can give to their ...
Learn MoreOctober 24, 2013 |
What is an Irrevocable Funeral Trust?
One tool for those looking to spend down their assets in order to apply for Medicaid benefits is the Irrevocable Funeral Trust (“IFT”). Through an ...
Learn MoreOctober 23, 2013 |
Dealing with Early-Stage Alzheimer’s
Currently, the sixth leading cause of death in the United States is Alzheimer’s disease. Between 2000 and 2010, the number of deaths caused by Alzheimer’s ...
Learn MoreOctober 22, 2013 |
Calling an Audible: Avoiding Taxes Caused by a Bypass Trust
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with the unintended consequences ...
Learn MoreOctober 17, 2013 |
Back to the Basics: Estate Planning for a “Typical” Family
Contrary to popular belief, estate planning is still important for the vast majority of Americans who are not wealthy. After all, after a person has ...
Learn MoreOctober 16, 2013 |
‘Spending Down’ for Medicaid Coverage: A Cautionary Tale
Medicaid is a need-based public benefit program that assists citizens in paying for medical care. Therefore, a person can only receive benefits if he or ...
Learn MoreOctober 15, 2013 |
Income Tax Planning While Planning Your Estate
Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent article explains that ...
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An analysis of rolling periods from January 1970 through August 2026 illustrates how the historical return advantage of equities and bonds over cash has varied ...
<p>The post The Historical Advantage of Equities and Bonds Over Cash Has Been Greater Over Longer Holding Periods first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
