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Blog

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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Article-4044

February 18, 2016 |

What You Need to Know About Remarriage and Spousal Rights

The majority of people getting remarried have very little concept about the full legal impact of their new marriage. In fact, they might believe that ...

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Article-4040

February 17, 2016 |

What Is The Scariest Tax Form?

  Tax lawyers and accountants spend the majority of their time focusing on exposure and you should as well. This means sometimes watching the calendar ...

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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>