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Article-4075

March 3, 2016 |

Does My LLC Make Me Bulletproof?

Most people are aware that an LLC is the important first layer in an asset protection planning strategy, but it might not be everything you ...

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Article-4072

March 2, 2016 |

Eldercare Concerns: Addressing the Short and Long Term

When an elderly loved one begins to show signs that he or she needs help, it’s easy to be primarily concerned with the most pressing ...

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Article-4069

March 1, 2016 |

Four Critical Tips for Small Business Succession Planning

When you have put a lot of energy, resources and time into building your small business from the ground up, you might like to imagine ...

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Article-4065

February 29, 2016 |

I’m Single and Under the Age of 30. Do I Really Need a Will?

When you are in your 20s, you probably don’t give a whole lot of thought to what happens to your property and possessions after you ...

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Article-4062

February 26, 2016 |

Tips for Finding the Right Estate Plan for You

Some research suggests that as many as 57% of Americans do not even have a will and nearly 70% of parents with children under the ...

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Article-4059

February 25, 2016 |

The Basics of Asset Protection

As the economy is slowly plugging along and appearing to improve, credit still remains tight. Even despite this, asset protection planning is still a big ...

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Article-4056

February 24, 2016 |

Key Tips for Choosing a Caregiver for an Elderly Loved One

More than 41 million Americans have a chronic health condition that minimizes their daily activities in some way and 12 million are unable to live ...

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Article-4053

February 23, 2016 |

Are You Falling For The Biggest Succession Planning Myth In Your Business?

Too many business owners across the country fall for the myth that there is plenty of time left for them to do their planning. Time ...

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Article-4050

February 22, 2016 |

Personal Finance Tips for Women

Although the majority of financial planning applies to everybody, there are some specific considerations that women should keep in mind. Read on to learn more ...

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Article-4047

February 19, 2016 |

President Proposes Eliminating Stretch IRA, Step Up In Basis at Death, and Backdoor Roth

Each February the president puts together a formal budget request for the federal government. The members of Congress then consider this budget request when putting ...

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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>