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Article-1977

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 ...

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Article-1965

March 4, 2014 |

What To Do When Your Elderly Parents Move In With You

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 ...

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Article-1939

February 27, 2014 |

The Right Way to Plan for Your Special Needs Child

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 ...

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Article-1881

February 26, 2014 |

The Fifteen Best Countries for Overseas Retirement in 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. ...

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Article-1817

February 25, 2014 |

Are You a Sitting Duck? Four Asset Protection Strategies to Consider

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, ...

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Article-1745

February 20, 2014 |

About an Angel: Estate Planning Lessons from Farrah Fawcett

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 ...

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Article-1719

February 19, 2014 |

Four Actions to Take Before Your Death

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 ...

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Article-1687

February 18, 2014 |

Tax Avoidance Scheme for Wealthy: Move Assets Across State Borders

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 ...

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Article-1677

February 13, 2014 |

One Family’s Quest to Pass on the Business

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 ...

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Article-1674

February 12, 2014 |

Can Only One Child be Given Power of Attorney?

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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Recent Posts

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

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 Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

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>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

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>