March 5, 2014 |
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreMarch 5, 2014 |
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreMarch 4, 2014 |
More and more, elderly parents are moving in with their grown children. With the increasing costs of nursing homes, this makes financial sense for many ...
Learn MoreFebruary 27, 2014 |
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special needs children who ...
Learn MoreFebruary 26, 2014 |
It is not uncommon for Americans to spend significant time away from their home state in order to take advantage of more favorable living conditions. ...
Learn MoreFebruary 25, 2014 |
Many investors are so focused on their return on investment that they fail to consider or implement asset protection strategies. As a recent article explains, ...
Learn MoreFebruary 20, 2014 |
Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for ...
Learn MoreFebruary 19, 2014 |
The end of a person’s life can be a difficult and confusing time. However, it doesn’t have to be. A recent article discusses four actions ...
Learn MoreFebruary 18, 2014 |
Not all states are created equal when it comes to income taxes. As part of their estate planning and asset protection schemes, wealthy Americans are ...
Learn MoreFebruary 13, 2014 |
For families that own small businesses, one vital part of estate planning is succession planning. Through succession planning, a business owner plans for the future ...
Learn MoreFebruary 12, 2014 |
For those parents who have multiple children, estate planning is often a matter of attempting to determine what distribution of powers will be perceived as ...
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Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...
<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>