12.08.2012
T’was The Month Before ‘Cliff’-mas…
As I attended a Christmas play with my family last weekend (TWAS THE NIGHT BEFORE CHRISTMAS @ the Kelsey Theater), I tried for a couple of …
Blog
12.05.2012
Protecting Your Assets From Potential Lawsuits
While many people write off asset protection as a mechanism for the very wealthy, the reality is that it would be worthwhile for middle class …
12.02.2012
An Update on Developments, or ‘lack thereof’, on Estate Tax Reform, and a Little Estate Tax Trivia
Two articles about this week sought to shed some light on the estate tax developments, political positions as it pertains to the estate taxes & …
11.28.2012
Estate Planning Devices That May Help Greedy Heirs to Your Assets
Several widely used estate planning devices may actually assist greedy heirs in helping themselves to your assets. A recent article warns of what these estate …
11.21.2012
Exit-Planning for Business Co-Owners
Many times, the last thing entrepreneurs consider in the process of starting a new business venture is how they will handle the departure, on good …
11.14.2012
Justice Department Seeks $28M Restitution in Estate-Planning Scheme
As reported in The Chicago Tribune, two men have been indicted in an estate-planning scheme that yielded $28 million from 120 investors. According to the …
11.07.2012
Learning From Celebrity Mistakes: The Case of the Houston Estate
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated …
10.31.2012
The Human Component of Estate Planning: Leaving Your Legacy
Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to …
10.24.2012
Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As …
10.17.2012
Protecting Your Digital Assets
Every day, people are living more of their lives online. Whether via Facebook or online banking, millions of people conduct substantial portions of their personal …
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<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
