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Article-3666

September 16, 2015 |

Succession is a Critical Conversation for the Family Business

  In the post-recession era, family businesses have become extremely important. Many disenfranchised workers took the opportunity to launch their own companies during this time, ...

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Article-3661

September 15, 2015 |

Are Concerns About Private Medicare Founded?

Several of the country’s biggest health insurance companies are planning to merge, but this is raising concerns about a serious lack of competition in the ...

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Article-3658

September 14, 2015 |

Do I Really Need an Estate Lawyer?

With so many services and websites promoting do-it-yourself options these days, it’s tempting to think that you can handle the majority of your estate planning ...

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Article-3654

September 11, 2015 |

Estate Planning Tips: Transfers to Make Today

It is expected that the IRS will shortly announce changes to the transfer of corporate shares, limited liability corporation interests, and limited partnership interests to ...

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Article-3651

September 10, 2015 |

Protecting Yourself From Lawsuits With Proper Planning

  Although most people are aware of the litigious nature of society today, they often do not follow this up with the proper planning necessary ...

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Article-3648

September 9, 2015 |

What to Do With Sudden Wealth

Suddenly having assets that you didn’t anticipate can be difficult to manage even when you’re excited about the new prosperity. A sudden influx of wealth ...

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Article-3645

September 8, 2015 |

Managing Conflict in the Family Business

The foundation of a healthy family business is in adopting and using standard policies and procedures that help to avoid the informal setting that many ...

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Article-3642

September 7, 2015 |

The Future of Healthcare

Medicaid and Medicare are both closing in on their 50th anniversary. As this happens, more private insurers are involved than ever. In the past, no ...

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Article-3637

September 4, 2015 |

Living Longer is the New Paradigm of Estate Planning

It’s no surprise that people are living longer, partly due to advances in medical technology. What many people do not realize is how this translates ...

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Article-3634

September 3, 2015 |

What to Learn About Family Foundations from Paul Newman

As is the case with many celebrity passings, there are lessons to be drawn from the estate of Paul Newman. In this particular case, it ...

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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>