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 ...
Learn MoreAre 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 and future planning. A start could be a video or just the opportunity for the elders to talk of their lives including successes and mistakes.
This would almost always often encompass the financial aspect. Expressed wishes and hopes can lead them to talk of where things are at and what things are needed.
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Blog
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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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, ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 8, 2015 |
Business Succession Planning: Challenges of Selling the Family Business
Selling a family business, whether it’s due to lack of succession options, estate issues or the need for liquidity can cause problems as a result ...
Learn MoreDecember 7, 2015 |
Tips for Those With Elderly Parents: How to Prevent Danger in the Home
Confusion and dementia are serious concerns for the elderly population in the United States. Both of these can contribute to compromising freedom and flexibility for ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
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<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>
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<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>
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<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>
