September 2, 2015 |
Asset Protection Tips from O.J. and Lance Armstrong
Perhaps these two celebrities are not the most popular out there as far as role model status, but they do have some valuable lessons for ...
Learn MoreAsset Protection Tips from O.J. and Lance Armstrong
Perhaps these two celebrities are not the most popular out there as far as role model status, but they do have some valuable lessons for asset protection planning. Asset protection is an essential goal that every person should have, regardless of whether their estate is in the 7 figures or not. Unfortunately, exposures to risk are something faced by everyone, even if the type and severity of those risks can vary.
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Blog
September 1, 2015 |
How an Unexpected Departure Can Impact Business Succession Planning
There are lessons to be learned from the sudden death of David Roth, general director of the Kentucky Opera. Unfortunately, families and business around the ...
Learn MoreAugust 31, 2015 |
Rights of the Elderly in Nursing Homes
Abuse and neglect of elderly individuals in nursing homes is an issue that has been drawing more attention recently as family members and other loved ...
Learn MoreAugust 28, 2015 |
Estate Planning Tips for Artists
A working artist has the potential to create hundreds of unique pieces over the course of a lifetime. Determining what you want your legacy to ...
Learn MoreAugust 26, 2015 |
Asset Protection Planning: Just How Needed Are Savings?
One of the most important questions that retirees are considering is whether it is necessary to access retirement savings or whether outside income can help ...
Learn MoreAugust 25, 2015 |
How to Start the Discussion on Succession Planning
In order to plan ahead for the future and reduce the possibility of problems down the line, you need to think about what you want ...
Learn MoreAugust 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 ...
Learn MoreAugust 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. ...
Learn MoreAugust 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, ...
Learn MoreAugust 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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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>
