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Article-1421

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 ...

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Article-1419

December 24, 2013 |

What About The Picasso? How to Manage Tangible Assets

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 ...

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Article-1410

December 19, 2013 |

Watch That Step!: Estate Planning Oversights to Avoid

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 ...

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Article-1417

December 17, 2013 |

Using a Trust to Protect Your Legacy

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 ...

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Article-1403

December 12, 2013 |

How to Plan for, or Avoid, Transfer Taxes

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 ...

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Article-1408

December 11, 2013 |

Planning Now for the Potential of Alzheimer’s Later

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 ...

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Article-1406

December 10, 2013 |

Separate Accounts From Your Spouse? Avoid This Asset Protection Pitfall!

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 ...

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Article-1381

December 5, 2013 |

Incorporate Your Prenup into Your Estate Plan

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 ...

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Article-1400

December 4, 2013 |

Considering Gifting Your Home? Read This Before You Give Away The Castle.

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 ...

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Article-1398

December 3, 2013 |

Put It In Inc.: Using Corporate Formation to Shield Assets

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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Recent Posts

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

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 Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

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>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

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>