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Article-3972

January 21, 2016 |

What Does Physical Caregiving Have To Do With Elder Law Planning?

According to recent research and stories by the New York Times, more adult children are moving closer to their parents. If you live within 20 ...

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Article-3969

January 20, 2016 |

What Are The Pitfalls In Transferring Power In A Family Business?

There are many different issues that affect a family business such as climate, laws, technology, economic trends, competitors and employees. But the family business is ...

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Article-3962

January 19, 2016 |

New Fiduciary Rule Could Be Good For Investors In 2016

  The stock market may be a little bit bumpy in 2016 but it looks like those who are focusing on retirement saving can benefit ...

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Article-3959

January 18, 2016 |

What Estate Planning and Financial Planning Moves Should I Make Before 2017?

If you are one of the individuals who felt like the New Year came up far too quickly for you to accomplish your estate planning ...

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Article-3955

January 15, 2016 |

S Corporations and Shorter Built-in Gains Periods

S corporations are most popular as a tax vehicle because it allows for only one layer of tax instead of the double layer of tax ...

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Article-3952

January 14, 2016 |

What You Need to Know About Rising Interest Rates and Estate Planning

The Federal Reserve’s most recent decision to increase interest rates does carry implications for individuals who are considered affluent. This mostly has to do with ...

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Article-3949

January 13, 2016 |

Materials You Should Have Before Applying for Medicaid

After discussing your Medicaid application and preparing for it in advance with your elder law attorney, there may be an appropriate time you should begin ...

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Article-3946

January 12, 2016 |

Tips for Small Business Owners Who Have Ignored Their Succession Plans

Many small business owners know the struggle of keeping track of multiple priorities working long hours and taking risks. However, even the most successful small ...

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Article-3943

January 11, 2016 |

Why the Right Insurance is So Important for Your Asset Protection Plan

The first step in any plan to protect your assets should involve obtaining the right insurance. Many self-employed individuals, for example, do not realize that ...

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Article-3940

January 8, 2016 |

Digital Planning Options for Your Estate: To Thoughts of Worldly Goods

Our technological world now adds our digital legacies and a key is to go through all the questions that will, in their entirety, result in ...

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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>