Article-1141

September 18, 2013 |

Knowing When it is Time to Hand Over the Car Keys

There are no state laws that deal directly with elderly drivers when they begin to pose a risk to other drivers. Therefore, family members are ...

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Article-1115

September 17, 2013 |

Pass on the Bypass? Is a Bypass Trust Necessary?

Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented for estate planning, ...

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Article-1107

September 12, 2013 |

Long-Term Care for Your Cat

All too often, cats are surrendered to animal shelters because their owner either died or had to enter a long-term care facility where the cat ...

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Article-1105

September 11, 2013 |

Avoiding the Financial Crisis of Long Term Care

Many elder Americans are not prepared for the high costs of long-term care. This is causing a financial crisis, as too many Americans are relying ...

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Article-994

September 10, 2013 |

Protecting the Nest Egg: Asset Protection for Retirement

By the time a person retires, he or she should have created an asset base that is sufficient to allow him or her to retire ...

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Article-1095

September 5, 2013 |

Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations

It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The stakes for these ...

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Article-991

September 4, 2013 |

When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent

A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and uncomfortable conversations to ...

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Article-988

September 3, 2013 |

Applying the K.I.S.S. Principle: – Simplifying Estate Planning

For members of the baby boomer generation, estate planning is about more than organizing their financial affairs. Many Boomers wish to create estate plans that ...

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Article-981

September 3, 2013 | Estate planning

Planning for Blended Families: Part I – Intake Process

The “blended family” comprises a fast-growing segment of U.S. households. Whether you arean attorney or investment advisor, there is an advantage in taking some time ...

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Article-957

August 29, 2013 |

Don’t Keep it a Secret! – The Truth About Estate Planning Conversations

Recently, BMO Management conducted a survey concerning communication of estate plans. Although 90% of American adults surveyed stated that estate planning is “an important topic ...

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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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<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>