May 29, 2014 | Aging in Place
Guardianship for a family member with Alzheimer’s
May was celebrated as Elder Law Month, and as the baby boomer generation ages, guardianship of an elder may be a growing concern. Although guardianship ...
Learn MoreGuardianship for a family member with Alzheimer’s
May was celebrated as Elder Law Month, and as the baby boomer generation ages, guardianship of an elder may be a growing concern. Although guardianship is most often discussed regarding minor children, it can be a helpful tool for older family members, too.
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May 28, 2014 | Business Planning
Tax and Structure Considerations for Buy-Sell Agreements
A buy-sell agreement needs to be written properly in order to ensure that it’s effective for invested parties. There are some specific aspects that should ...
Learn MoreMay 27, 2014 | Beneficiaries
Special Planning for Second Marriages: Lessons Learned From Casey Kasem
The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage ...
Learn MoreMay 26, 2014 | Asset Protection Planning
Overseas Bank Accounts: What Do Small Business Owners Need To Know About FBAR?
In the even that a foreign partnership owns foreign bank accounts with aggregate balances over $10,000 (US) on any particular date, the business owner should ...
Learn MoreMay 23, 2014 | Asset Protection
Estate Planning For Your House: Irrevocable Trusts
A transfer of assets outright may not be the best solution as this has been known to create undesirable outcomes. In the case when planning ...
Learn MoreMay 22, 2014 | Beneficiaries
Your IRA: Top Tips For Passing Down Your IRA To Children
Those who have spent a good amount of time contributing to their IRA might have questions when it’s time to decide beneficiaries. For example, is ...
Learn MoreMay 21, 2014 | Creditor Protection
Married Couples without Children: Estate Planning Recommendations
Your individual estate plan is going to depend largely on your personal situation and the goals you have for your assets. That being said, one ...
Learn MoreMay 20, 2014 | An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels of the two ...
Learn MoreMay 19, 2014 | Asset Protection Planning
Preventing End of Life Costs from Destroying Your Estate
It’s very rare that anybody has covered all possible risks in terms of their wealth management when it comes to income and cash flow, guaranteed ...
Learn MoreMay 15, 2014 | Durable Power of Attorney
Changing Your Power of Attorney
What if you already executed a power of attorney some years ago and now want to change that person? Is it as simple as revoking ...
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<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
