October 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 ...
Learn MoreBack to the Basics: Estate Planning for a “Typical” Family
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October 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 ...
Learn MoreOctober 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 ...
Learn MoreOctober 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 ...
Learn MoreOctober 9, 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 ...
Learn MoreOctober 8, 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 ...
Learn MoreOctober 3, 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 ...
Learn MoreOctober 2, 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. ...
Learn MoreOctober 1, 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 ...
Learn MoreSeptember 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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Recent Posts
Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You
Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Five Key Considerations for Aging in Place Safely and Successfully
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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options
Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...
<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
