November 24, 2015 |
Medicaid: The Community Spouse and the MMMNA
When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that ...
Learn MoreNovember 24, 2015 |
When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that ...
Learn MoreNovember 23, 2015 |
A person given a one-third chance of survival in life is alerted to this fact. But in many cases a person whose business faces ...
Learn MoreNovember 20, 2015 |
Although there’s plenty of talk about how you should prepare your assets for your death, it’s also beneficial to think about handling your debts. If ...
Learn MoreNovember 19, 2015 |
In the process of putting together a risk management plan, your attorney or other advisor might suggest using a captive insurance company for your business. ...
Learn MoreNovember 18, 2015 |
It’s been said that the CEO succession process is broken in America. Although many situations call for a new generation of leaders to take the ...
Learn MoreNovember 17, 2015 |
The successful physician may find himself or herself suddenly catapulted into a whole new income bracket after years of education and training. With this new ...
Learn MoreNovember 16, 2015 |
Wealthy taxpayers who have incomes above a certain threshold should be aware of some basic tips for shifting incomes and minimizing the hit of taxes. ...
Learn MoreNovember 13, 2015 |
Although a revocable living trust is one of the most commonly recommended by an attorney when you are crafting your will or taking other estate ...
Learn MoreNovember 12, 2015 |
When a liability issue arises, action is often too late even if it’s well-meaning. Early formation of an LLC or an asset protection trust in ...
Learn MoreNovember 11, 2015 |
When confronted with what to do for business succession planning, a business owner might consider multiple options including passing the business on to other family ...
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A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<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>
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<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>
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<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>