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 ...
Learn MoreMay 23, 2016 | Elder Law
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 ...
Learn MoreMay 19, 2016 |
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 ...
Learn MoreMay 18, 2016 |
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 ...
Learn MoreMay 17, 2016 |
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 ...
Learn MoreMay 16, 2016 |
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 ...
Learn MoreMay 13, 2016 |
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 ...
Learn MoreMay 12, 2016 |
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 ...
Learn MoreMay 11, 2016 |
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 ...
Learn MoreMay 10, 2016 |
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 ...
Learn MoreMay 9, 2016 | Elder Law
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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A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>