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Article-3823

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 ...

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Article-3820

November 23, 2015 |

Why is Business Succession Planning an Ounce of Prevention?

  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 ...

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Article-3818

November 20, 2015 |

What Happens to Your Debt When You Die?

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 ...

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Article-3816

November 19, 2015 |

What is a Captive Insurance Company?

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. ...

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Article-3813

November 18, 2015 |

What is the CEO Succession Crisis?

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 ...

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Article-3810

November 17, 2015 |

Three Basic Reasons for Physician Asset Protection Planning

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 ...

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Article-3807

November 16, 2015 |

Strategies for Shifting Income for Taxpayers

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. ...

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Article-3803

November 13, 2015 |

Is a Revocable Living Trust the Best Way to Provide Asset Protection?

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 ...

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Article-3800

November 12, 2015 |

The Benefits of Asset Protection Planning in Nevada

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 ...

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Article-3796

November 11, 2015 |

Tips for Business Succession Planning: Is Selling the Business Always the Better Choice?

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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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

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>

Are You Paying Taxes Today That You Could Be Planning Around?

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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

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>