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Article-237

December 2, 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 & ...

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Article-234

November 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 ...

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Article-229

November 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 ...

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Article-226

November 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 ...

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Article-161

November 7, 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 ...

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Article-149

October 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 ...

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Article-137

October 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 ...

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Article-87

October 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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Article-72

June 28, 2012 |

“Here’s a Story…Of a Lovely Lady…” Planning for Today’s Blended Families

I grew up watching the Brady Bunch.  Mike and Carol Brady are my first recollection of the “Blended Family.”  Mike had three children from a ...

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Article-66

June 7, 2012 |

How To Choose The Right Guardian For Your Children

Who should raise your children if for some reason you and your spouse are unable to do so? It’s not an easy question to answer, ...

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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>