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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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 ...
Learn MoreSeptember 17, 2013 |
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, ...
Learn MoreSeptember 12, 2013 |
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 ...
Learn MoreSeptember 11, 2013 |
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 ...
Learn MoreSeptember 10, 2013 |
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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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 ...
Learn MoreSeptember 4, 2013 |
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 ...
Learn MoreSeptember 3, 2013 |
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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September 3, 2013 | Estate planning
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 ...
Learn MoreAugust 29, 2013 |
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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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>
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>
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>