August 10, 2015 |
Will Medicaid and Medicare Speak to the Future of the ACA?
The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on ...
Learn MoreWill Medicaid and Medicare Speak to the Future of the ACA?
The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on both sides of the aisles are considering what Medicaid and Medicare will look like down the road.
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Blog
July 10, 2015 |
Just How Important is the Trustee of an Estate?
Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a ...
Learn MoreJuly 9, 2015 |
Fast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and ...
Learn MoreJuly 7, 2015 |
Business Valuation for the Purposes of Exit Planning: It’s a Priority Task
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry ...
Learn MoreJuly 7, 2015 |
Asset Protection Tips: Legitimate Captives
The IRS recognizes the legitimate business concern of creating a small and closely-held insurance company in order to cover some of the risk associated with ...
Learn MoreJuly 6, 2015 |
The Dangers of Social Isolation for Elders
As children grow older and leave the home, as retirement takes away much of the interaction with work contacts, and as the possible loss of ...
Learn MoreJuly 3, 2015 |
Asset Protection Tips: How to Handle Cutting Off Alimony if Your Spouse Has Moved On
If you were party to an alimony arrangement where the other spouse has received benefits, it’s not uncommon for circumstances to change over time. Alimony ...
Learn MoreJuly 2, 2015 |
Business Succession Advice: What to Know About the Unsolicited Offer
If someone comes to you seemingly out of the blue to make an offer on your business, tread carefully. Although this can seem exciting, you ...
Learn MoreJuly 1, 2015 |
Estate Planning: Wills for Heroes
Putting together wills and powers of attorney are cornerstones of estate planning. In the aftermath of 9/11, an attorney in South Carolina approached first responders ...
Learn MoreJune 30, 2015 |
Fast Facts on Holding Companies: Part 2
If you tuned into yesterday’s post, you saw the basic information about how holding companies work and the general situations where they make sense for ...
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Recent Posts
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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>
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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
