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Article-1672

February 11, 2014 | Business Owners

Hotel Executive May Face Liability in Best Western Deaths

Damon Mallatere, president of Appalachian Hospitality Management, is in hot water after three hotel guests died of carbon monoxide poisoning. As a recent article explains, ...

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Article-1668

February 6, 2014 |

It’s Good Enough for Walmart: Tax Avoidance with a GRAT

Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...

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Article-1644

February 5, 2014 |

Zip It: Put Your Plans on a USB Drive

We cannot predict when an accident or emergency is going to take place. All too often, hospitals and caretakers are unable to follow a person’s ...

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Article-1621

February 4, 2014 |

LGBT Estate Planning

Estate planning is especially important for those who put a large amount of time and energy into cultivating their wealth. Additionally, investors within the Lesbian, ...

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Article-1616

January 30, 2014 |

3 Steps for Baby Boomers Without a Plan

While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...

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Article-1572

January 29, 2014 |

You have Options For Your or Your Loved One’s Long-Term Care Needs

As life expectancy continues to rise, so does the possibility that an individual will require long-term care at the end of his or her life. ...

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Article-1512

January 28, 2014 |

Keeping up with the Jones? How the Wealthiest Families are Protecting Themselves

While asset protection is important for many individuals, it is particularly important for high net worth families. Asset protection strategies for these families should account ...

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Article-1551

January 23, 2014 |

Review Your Financial and Estate Planning Goals for 2014

A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...

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Article-1490

January 22, 2014 |

Trusteed IRAs to Assist Your Heirs in Managing Their Inheritance

The fear that a person’s adult children will mismanage their inheritance is not uncommon. Luckily, the field of estate planning offers many tools to assist ...

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Article-1487

January 21, 2014 |

Three Important Rules of Asset Protection

Asset protection planning is an important part of any estate plan. Incorporating asset protection strategies into an individual’s estate plan is the best way to ...

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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>