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Article-4255

May 12, 2016 |

Blended Families Need to Consider Estate Planning

If you have recently remarried, there are unfortunately more opportunities for uneven distributions and disputes when you pass away. You need to carefully consider the ...

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Article-4252

May 11, 2016 |

3 Big Myths About Succession Planning

We’ve already impressed the general importance of business succession planning in numerous blogs, but many people never get to the point of actually accomplishing it ...

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Article-4248

May 10, 2016 |

Obama Administration Eyes Foreign Tax Evasion

The Obama administration recently revealed several areas of focus and efforts to limit loopholes that foreign individuals use to hide assets within the U.S. In ...

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Article-4222

May 9, 2016 | Elder Law

What Are the Advantages of Working with an Elder Law and Special Needs Attorney?

When you work with an elder law attorney, you get the benefit of knowing that this individual is well aware of the laws impacting you ...

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Article-4241

May 6, 2016 |

Three Estate Planning Documents That Unmarried Couples Need

It is a mistake to believe that as an unmarried couple that you don’t have legal rights and protections that can be afforded to you ...

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Article-4228

May 5, 2016 |

Should My Spouse Transfer All Of His Or Her Assets To Me To Qualify For Medicaid?

It is a bad idea to have a spouse make a major transfer of assets if he or she is going into a nursing home ...

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Article-4224

May 4, 2016 | Estate planning

What Are the Four Most Common Mistakes that Celebrities Make?

Each time a celebrity passes away, we typically get the opportunity to learn from his or her mistakes. Read on to learn more about the ...

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Article-4226

May 3, 2016 |

If I Fail To Take Action With Asset Protection Planning, Are All Of My Assets Exposed To Creditor Risks?

Although there are many assets exposed to creditors if you do not engage in the process of asset protection planning. Federal laws do protect particular ...

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Article-4219

May 2, 2016 |

How Can a Cross-Purchase Agreement Benefit Your Business Succession Plan?

There are many different methods for supporting your business succession plan, or the plan in which you discuss how the ownership of the business will ...

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Article-4216

April 29, 2016 |

Is a Trust a One-Size-Fits-All Document?

In meeting with an estate planning attorney, one of the options that may be recommended to you that of a trust. A trust can be ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>