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Article-4160

April 8, 2016 |

Tips for Passing the Torch: Three Goals for Business Succession Planning

There are several different things that your company can do to make the process of business succession planning that much easier. Putting together your plan ...

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Article-4157

April 7, 2016 |

Is My Inherited IRA Protected From Creditors?

In a recent decision from the Supreme Court, IRAs are no longer classified as protected retirement funds which means that they could be subjected to ...

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Article-4154

April 6, 2016 |

Key Ways to Help an Elderly Loved One Avoid Loneliness

Unfortunately, many seniors who live alone or do not have the opportunity to leave their home on a regular basis may suffer from loneliness. With ...

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Article-4150

April 5, 2016 |

Best Practices for Passing on Assets to Special Needs Beneficiaries

The tax code on its own is quite confusing but it can become even more complicated when you’re thinking about leaving behind assets for a ...

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Article-4147

April 4, 2016 |

Three Asset Protection Planning Tips That You Should Consider Immediately

Asset protection planning is simply using legal strategies and structures to transform property from that which could be accessible to creditors to at least making ...

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Article-4144

April 1, 2016 |

Tips for Planning Ahead for the Key Legal Issues and Elder Care

It is very important to understand the legal documents that your elderly loved one may have when a medical event happens that causes many questions ...

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Article-4141

March 31, 2016 |

What is the Secret Sauce for Business Succession Planning?

Although there are many different elements involved in business succession planning, one of the most important factors to consider is leadership development. Finding the right ...

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Article-4138

March 30, 2016 |

Does Life Insurance Make Sense for Funding Your Special Needs Trust?

Being the parent or a guardian of a special needs child frequently means many questions need to be answered about what will happen to the ...

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Article-4135

March 29, 2016 |

What Happens to My Debts When I Pass Away?

Although the traditional answer to this question is that it depends, there are numerous factors that can influence what will ultimately happen to your debts ...

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Article-4132

March 28, 2016 |

Power of Attorney Agent Selection: Key Tips

It is never too early to think about how you want your financial affairs to be handled in the event that you are unable to ...

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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>