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Article-2162

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 ...

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Article-2134

March 20, 2014 |

How To Handle Leaving Unequal Amounts To Your Children

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 ...

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Article-2115

March 19, 2014 |

Assisted Suicide Case Dismissed

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 ...

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Article-2090

March 18, 2014 |

Where Not To Die

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 ...

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Article-2035

March 13, 2014 |

Keys To Selling Your Family Business

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 ...

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Article-1972

March 12, 2014 |

Teenager Gets $25 Million Fortune – With One Catch

Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25 million to his ...

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Article-2009

March 11, 2014 |

‘Gifting’ May Be Penalized By Medicaid

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 ...

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Article-1985

March 6, 2014 |

Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection

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 ...

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Article-1977

March 5, 2014 |

Hoffman’s Will Raises Legal Issues

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 ...

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Article-1965

March 4, 2014 |

What To Do When Your Elderly Parents Move In With You

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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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

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>

Are You Paying Taxes Today That You Could Be Planning Around?

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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

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>