Protecting Your Inventions with a Patent: Recent Change in U.S. Patent Law
According to a recent change in U.S. patent law, specifically the Leahy-Smith America Invents Act, or AIA, the system has been switched from first-to-invent to …
According to a recent change in U.S. patent law, specifically the Leahy-Smith America Invents Act, or AIA, the system has been switched from first-to-invent to …
Can you imagine receiving a few hundred thousand dollars in your account when you were 18 years of age? Typically, parents wish to leave their …
By creating a succession plan, a business owner can determine what will happen to his or her business once he retires, becomes incapacitated, or dies. …
Often, succession plans for family businesses only consider the technical aspects of the business. However, it is just as important to consider the softer sides …
Under the terms of a trust, a trustee holds legal title to the trust assets for the beneficiary. The trust documents dictate how and when …
The founder of the National Enquirer tabloid magazine, Generoso Pope, died in 1989. His two beneficiaries were his wife, Lois Pope, and his son, Paul …
Before the statutory portability provisions were made permanent, people often used Credit Shelter Trusts (“CSTs”) in order to maximize the estate tax exemption of the …
One of the most interesting parts of Warren Buffett’s estate plan is how he designed it to leave his children just enough so that they …
The amount of work required to start a business, make it successful & keep it growing is substantial. Unfortunately, the business owner isn’t done even …
Many business owners do not have a plan in place to sell their business. Therefore, when it comes time to sell the business, approximately 80 …
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Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>