10.17.2013
Back to the Basics: Estate Planning for a “Typical” Family
Contrary to popular belief, estate planning is still important for the vast majority of Americans who are not wealthy. After all, after a person has …
Blog
10.16.2013
‘Spending Down’ for Medicaid Coverage: A Cautionary Tale
Medicaid is a need-based public benefit program that assists citizens in paying for medical care. Therefore, a person can only receive benefits if he or …
10.15.2013
Income Tax Planning While Planning Your Estate
Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent article explains that …
10.10.2013
Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business
Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for a viable succession …
10.09.2013
What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in various forms, are …
10.08.2013
Safeguard Your Wealth for Retirement
It is never too early to start planning for a long and comfortable retirement. A major part of retirement planning is safeguarding assets from the …
10.03.2013
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is often the last …
10.02.2013
ALERT: New Rules for Reverse Mortgages
As the costs of long-term care continue to rise, more and more elderly Americans are turning to reverse mortgages in order to fund these costs. …
10.01.2013
Wait, I Did What?!?! Are You Second-Guessing Your ILIT?
Many Americans let out a sigh of relief when the American Taxpayer Relief Act of 2012 was finally signed into law. The signing of the …
09.26.2013
Plan to Avoid Inheritance Tax
Although taxes may be one of the items furthest from an individual’s mind when a close friend or family member passes away, a large amount …
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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
