03.27.2014
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the …
Blog
03.26.2014
Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to …
03.25.2014
Now What?: Dealing With Remorse After Selling A Company
Most entrepreneurs have the same idea; build their company and then sell it for big bucks. But most owners who do that usually end up …
03.20.2014
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than …
03.19.2014
Assisted Suicide Case Dismissed
A judge in Pennsylvania has thrown out a case of assisted suicide lodged against a nurse who was charged with murder last year for allegedly …
03.18.2014
Where Not To Die
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large …
03.13.2014
Keys To Selling Your Family Business
There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the …
03.12.2014
Teenager Gets $25 Million Fortune – With One Catch
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his …
03.11.2014
‘Gifting’ May Be Penalized By Medicaid
While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not going to fly …
03.06.2014
Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that was thought to …
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<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
