April 15, 2014 | Beneficiaries
Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the ...
Learn MoreShowdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the differences between these two planning tools to see if one might be a better fit for your needs.
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April 14, 2014 | Asset Protection
Hoteliers Beware: Lessons to learn from the Neiman Marcus and Target Breaches
Security breaches seem to be on the rise. Target’s customer data breach impacted 110 million Americans and the Neiman Marcus breach affected 40 million, and ...
Learn MoreApril 11, 2014 | Asset Protection
Loop Hole or Opportunity? High State Tax Residents Use Nevada and Delaware Trusts to Avoid Tax.
Today’s high net worth individuals are deeply sensitive to the risks they face with state income taxes. Since state income taxes can be such a ...
Learn MoreApril 10, 2014 | Beneficiaries
The Entrepreneur’s Dilemma: Success Tips For Passing The Family Business On To Children
Owning and operating your own business is an exciting venture, but it can present you with challenges when you are unwilling or unable to continue ...
Learn MoreApril 9, 2014 | Beneficiaries
Risky Do-It-Yourself: Wills
Software or online programs to help you plan your estate are popping up everywhere, but that doesn’t mean they are the best choice for your ...
Learn MoreApril 8, 2014 | Asset Protection
Guarding Against Risk, While Saving on Taxes: Biggest Advantages of Captive Insurance Companies
Captive insurance companies are private insurers that are owned by a parent company. Although a captive insurance company has some of the same benefits of ...
Learn MoreApril 2, 2014 |
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most important of which ...
Learn MoreApril 1, 2014 |
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...
Learn MoreMarch 27, 2014 |
Where Not To Die, Part II
As we told you a week ago, in addition to federal estate taxes, state estate taxes form a crazy quilt of different rules across the ...
Learn MoreMarch 26, 2014 |
Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
