February 13, 2013 |
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually ...
Learn MoreEqualizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually hears is, “I don’t know how to handle this, so when I’m gone, I’ll leave the business to the kids and let them sort it all out.”
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Blog
February 6, 2013 |
Estate Planning for Married Couples
In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent ...
Learn MoreJanuary 30, 2013 |
Pitfalls of Joint Ownership
One popular estate tax avoidance device is joint ownership of property between generations. Unfortunately, this device often leads to an ugly and expensive family feud. ...
Learn MoreJanuary 23, 2013 |
Using a Flexible Irrevocable Life Insurance Trust to Shelter Life-Insurance Proceeds
Many people do not realize that life insurance proceeds are in fact taxed. Although these proceeds escape income taxes, they ARE counted as part of ...
Learn MoreJanuary 16, 2013 |
What is a Family Limited Partnership (or Family Limited Liability Company)?
There are many sophisticated estate planning strategies available to affluent families to ensure that the majority of their hard earned money stays within the family, ...
Learn MoreJanuary 9, 2013 |
Cutting the Estate Tax Burden for Private Company Owners
Owners of private companies often hope that the business they have built will benefit their families in the long term. No matter whether you plan ...
Learn MoreJanuary 3, 2013 |
Estate Planning Tips for Female Entrepreneurs
For female entrepreneurs who juggle running a business as well as a family, it is often hard to find time to create an estate plan. ...
Learn MoreDecember 26, 2012 |
Increase the Value of Your Charitable Giving
As the economy continues to heal, charitable giving is again growing. Following two consecutive years of decline, charitable giving increased 3.8 percent from 2009 to ...
Learn MoreDecember 19, 2012 |
Succession Plans for Franchises
Although most people do not enter into a franchise agreement with the goal of creating a family business, children are increasingly choosing to succeed their ...
Learn MoreDecember 12, 2012 |
Death of Equities? Not So Fast
Many a Wall Street Guru has opined that the American public has simply given up on stocks. To make their case, they point to low ...
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<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
