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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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Article-4213

April 28, 2016 |

Who Needs to Be Involved in the Business Succession Planning Process?

Aside from you and any key stakeholders with your company, you may also need to engage with a financial advisor, a business succession expert and ...

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Article-4210

April 27, 2016 |

How Liability Insurance Can Help with Your Asset Protection Planning

The first line of defense to protect of your assets from future claims is to consider insurance. This is because insurance on its own can ...

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Article-4203

April 26, 2016 |

What is Medicaid Planning?

Medicaid planning involves a careful consideration of an individual’s assets to determine whether or not he or she legally qualifies to receive nursing home benefits ...

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Article-4200

April 25, 2016 |

Benefits of Working with Attorneys and Advisors Who Are In the Know

There are many different reasons that you should always consult with a knowledgeable attorney and advisors in the event that you have any kind of ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

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>

Are You Paying Taxes Today That You Could Be Planning Around?

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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

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>