Often, grandparents who have extra money wish to assist their grandchildren financially. A recent article discusses three ways through which grandparents can give to their …
One tool for those looking to spend down their assets in order to apply for Medicaid benefits is the Irrevocable Funeral Trust (“IFT”). Through an …
Currently, the sixth leading cause of death in the United States is Alzheimer’s disease. Between 2000 and 2010, the number of deaths caused by Alzheimer’s …
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with the unintended consequences …
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 …
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 …
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 …
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 …
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 …
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 …
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Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
