August 18, 2015 |
Probing Questions for Succession Planning
The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to ...
Learn MoreProbing Questions for Succession Planning
The prospect of planning ahead for retirement and the possible sale or transfer of a business raises a lot of questions. It is important to consider not only how succession planning affects you, but also how it will affect other stakeholders in the business and any future owners. Review these questions before putting together your business succession plan:
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Blog
August 17, 2015 |
Proactive versus reactive approaches in elder law planning
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in ...
Learn MoreAugust 14, 2015 |
Tips for Planning for Blended Families
As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the ...
Learn MoreAugust 13, 2015 |
Is There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that ...
Learn MoreAugust 12, 2015 |
Using Life Insurance and Annuities for Asset Protection
There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset ...
Learn MoreAugust 11, 2015 |
How to Write a Business Succession Plan
If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics ...
Learn MoreAugust 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 MoreJuly 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 ...
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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>
