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Article-4002

February 2, 2016 |

Widow Forced to Get Court Order for Access to Husband’s Ipad

A recent case involving ownership of an Ipad highlights how important it is to plan ahead comprehensively in terms of your estate. While many people ...

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Article-3999

February 1, 2016 |

Are You Forgetting About an Estate/Tax Time Bomb?

If you’re a parent and you have used the New Year to do some estate planning for the year ahead, it’s important to get the ...

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Article-3996

January 29, 2016 |

Eight Extremely Smart Estate Planning Steps: Part 2

Setup Trusts Transferring ownership by taking assets out of your individual control and putting them into a trust can be very beneficial. Living trust can ...

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Article-3993

January 28, 2016 |

Eight Extremely Smart Estate Planning Steps: Part 1

There are simply no excuses for avoiding the estate planning process, but knowing what steps you need to follow can be extremely helpful for getting ...

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Article-3986

January 27, 2016 |

Estate Planning Tips: How to Protect Yourself in the Future from Financial Abuse

Individuals of any age could be subject to financial abuse but more it more often happens to elderly people. In order to avoid this impacting ...

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Article-3982

January 26, 2016 |

Does Sleep Have a Connection to Causing Alzheimer’s?

Everyone knows that it is imperative to get the right amount of sleep. As more research is being done about how to prevent Alzheimer’s or ...

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Article-3979

January 25, 2016 |

Tips for Selecting a Successor to Your Business

  In many cases your business successor could be selected by default. If you have a family business, for example, there is likely one member ...

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Article-3976

January 22, 2016 |

Hillary Clinton Presents Plan for Estate Tax Increases

Hillary Clinton recently released a plan that would bring estate tax rates and exemptions back to 2009 levels. This would mean pushing down the maximum ...

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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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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>