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Blog

Article-3899

December 22, 2015 |

Watching the Costs of Elder Care

Part of prudent cost prevention lies in understanding the spectrum of health for seniors as well as the spectrum of costs. Home care of a ...

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Article-3896

December 21, 2015 |

What Are The Estate Planning Complications for an Art Lover?

As art collections increase over time, they become more important in terms of estate value. They can also become more problematic if the heirs are ...

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Article-3893

December 18, 2015 |

Are The Holidays a Good Time For Estate Planning?

Holidays are, for many families, a gathering of multiple generations and if entered into properly, could be an uplifting opportunity to discuss both past living ...

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Article-3890

December 17, 2015 |

Playing Asset Protection in Defensive Mode

As we cannot protect your life in every possible contingency, a good defense can be a good offense against those who would otherwise take your ...

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Article-3887

December 16, 2015 |

Business Succession Tips for Families

It’s estimated that between 80% and 90% of businesses in United States are controlled by or owned by families, and as many as one-third of ...

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Article-3883

December 15, 2015 |

Elder Costs Are On the Rise

Both enrollment and spending on Medicaid rose just under 14% in the last fiscal year. But the good news was that the per person per ...

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Article-3880

December 14, 2015 |

The Power of Delegating Control With End-of-Life Documents

Any person should have these three end-of-life documents in his or her arsenal. While many estate planning documents consider your options after you pass away, ...

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Article-3877

December 11, 2015 |

Tips for Estate Planning with your Parents

 Parents should have a plan to avoid court intervention at the time of death. Minimizing costs while maximizing assets should be a primary goal of ...

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Article-3874

December 10, 2015 |

Estate Planning: How Couples Can Start Now

  According to recent research by NerdWallet, only 2/3 of couples have proper insurance and 43% of those couples say they are not financially prepared ...

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Article-3871

December 9, 2015 |

Asset Protection Planning: What to Do If A Disaster Happens?

If a disaster impacts your family, you may also be concerned about how it will impact the assets you have already set aside and made ...

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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>