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Article-3609

August 24, 2015 |

Fast Facts on Guardianship and Conservatorship

As you grow older or as your parents grow elder, the need to be proactive with your planning becomes all the more important. At the ...

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Article-3606

August 21, 2015 |

Tips for Planning With Bitcoin Assets

As of this writing, the IRS views bitcoins as property. The digital currency has gained enough traction that the IRS has started to pay attention. ...

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Article-3603

August 20, 2015 |

The Downside of Reverse Mortgages

These mortgages are marketed quite heavily to the target market- individuals over the age of 62. These provide the ability to borrow against home equity, ...

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Article-3599

August 19, 2015 |

A Real Look at Predators and Lawsuits

Most people are aware of how devastating one lawsuit can be, even if they have never been victims of one. Despite this, many people are ...

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Article-3596

August 18, 2015 |

Probing Questions for Succession Planning

The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to ...

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Article-3592

August 17, 2015 |

Proactive versus reactive approaches in elder law planning

Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in ...

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Article-3589

August 14, 2015 |

Tips for Planning for Blended Families

  As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the ...

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Article-3586

August 13, 2015 |

Is There a Way to Protect Against a Dishonest Executor?

An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that ...

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Article-3583

August 12, 2015 |

Using Life Insurance and Annuities for Asset Protection

There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset ...

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Article-3580

August 11, 2015 |

How to Write a Business Succession Plan

If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>