December 25, 2013 |
More “Granny Cams” Used in Nursing Homes
After the story of Eryetha Mayberry – the nursing home patient whose abuse was caught on a hidden camera – became widely known, the type ...
Learn MoreDecember 25, 2013 |
After the story of Eryetha Mayberry – the nursing home patient whose abuse was caught on a hidden camera – became widely known, the type ...
Learn MoreDecember 24, 2013 |
As a recent article explains, high net worth families are increasingly turning to tangible assets to hold their wealth. A 2012 report cited in the ...
Learn MoreDecember 19, 2013 |
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise it regularly as ...
Learn MoreDecember 17, 2013 |
For parents of minor children, passing assets on to their children cannot be the only focal point of estate planning. Rather, parents must have a ...
Learn MoreDecember 12, 2013 |
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...
Learn MoreDecember 11, 2013 |
More and more senior Americans are forced to deal with the devastating diagnosis of Alzheimer’s. Without planning, an Alzheimer’s diagnosis can be a devastating financial ...
Learn MoreDecember 10, 2013 |
It is becoming more commonplace for spouses and cohabitating unmarried couples to keep their financial accounts separate. While this strategy has many advantages, it comes ...
Learn MoreDecember 5, 2013 |
Later in life marriages, as well as second and third marriages that produce Blended Families, are increasingly common. Spouses entering into these marriages usually have ...
Learn MoreDecember 4, 2013 |
Many parents want to believe that their children would never kick them out of their own home. However, the sad reality is that this has ...
Learn MoreDecember 3, 2013 |
Without the proper protection, a single claim against a person’s business can cause financial ruin for the owner. Importantly, a person’s business extends to more ...
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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 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>
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>