March 25, 2014 |
Now What?: Dealing With Remorse After Selling A Company
Most entrepreneurs have the same idea; build their company and then sell it for big bucks. But most owners who do that usually end up ...
Learn MoreMarch 25, 2014 |
Most entrepreneurs have the same idea; build their company and then sell it for big bucks. But most owners who do that usually end up ...
Learn MoreMarch 20, 2014 |
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to one child than ...
Learn MoreMarch 19, 2014 |
A judge in Pennsylvania has thrown out a case of assisted suicide lodged against a nurse who was charged with murder last year for allegedly ...
Learn MoreMarch 18, 2014 |
Although the federal estate tax exemption has been raised to a generous $5.3 million, what about the states? The truth is that, despite the large ...
Learn MoreMarch 13, 2014 |
There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the ...
Learn MoreMarch 12, 2014 |
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his ...
Learn MoreMarch 11, 2014 |
While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not going to fly ...
Learn MoreMarch 6, 2014 |
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that was thought to ...
Learn MoreMarch 5, 2014 |
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 ...
Learn MoreMarch 4, 2014 |
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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A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<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>