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Article-4281

May 25, 2016 |

Take This Business Succession Planning Quiz to Learn Whether or Not You Are Prepared for the Future

Unfortunately, far too many individuals avoid the process of business succession planning, figuring that they will deal with it at some point in the future. ...

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Article-4278

May 24, 2016 |

Are You Falling Victim to This Asset Protection Planning Myth About Bankruptcy?

There are several different important steps you should take when it comes to the asset protection planning process. One of these includes getting the right ...

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Article-4275

May 23, 2016 | Elder Law

May Home of National Elder Law Month

Since 1963, the month of May has been a time to focus on issues impacting older individuals. In 2016, this focus is on elder law ...

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Article-4271

May 19, 2016 |

Why Do You Need to Think About Small Business Succession Planning Now?

Did you know that just over half of all small business owners are aged 50 or above? That’s according to statistics from the U.S. Small ...

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Article-4268

May 18, 2016 |

Do I Really Need an Elder Law Attorney to Help with Medicaid?

Going through the process of helping a loved one qualify for Medicaid can be extremely overwhelming if you have never encountered it before. Even experienced ...

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Article-4265

May 17, 2016 |

Five Reasons to Do Estate Planning Now

While there are numerous reasons that you should consider protecting your estate, there are five primary reasons that you should communicate with an estate planning ...

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Article-4262

May 16, 2016 |

The #1 Estate Planning Tip for Baby Boomers

We’ve had the opportunity to cover many different and important estate planning topics on the blog, but it can overwhelming to determine what actually needs ...

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Article-4258

May 13, 2016 |

What Asset Protection Planning is Not

It has only been in the last decade or so that more individuals are realizing the serious benefits of asset protection planning. This is primarily ...

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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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Recent Posts

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...

<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>