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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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>
Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever
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>
