September 22, 2014 | Asset Protection
Summer Wrap Up: Estate Planning For Your Vacation Homes
The close of another summer is a great time to think about your future plans for any family-owned vacation homes. It can be really hard ...
Learn MoreSummer Wrap Up: Estate Planning For Your Vacation Homes
The close of another summer is a great time to think about your future plans for any family-owned vacation homes. It can be really hard to sell a property where it requires approval from all children, and it’s often difficult to make these “equally split” arrangements work.
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Blogs for Asset Protection
September 17, 2014 | When to Use a Family LLC
When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...
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July 31, 2014 | Asset Protection Planning
Supreme Court Decision: Inherited IRA NOT Protected
A recent decision from the Supreme Court means there’s no better time than now to review your estate plans and ensure that you have identified ...
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July 23, 2014 | Asset Protection
How Did Shelly Sterling Control the Clippers Sale Decision?
The Los Angeles Clippers sale recently seemed to go ahead just the way that most players, fans, and the NBA commission wanted it, leading to ...
Learn MoreJuly 11, 2014 | Asset Protection
Hoteliers & Moteliers: What Security Challenges Do Today’s Hotel Owners Face?
Hotel owners face a broad array of challenges when it comes to mitigating risks. Whether you’re a single motel or part of a chain, you ...
Learn MoreJune 13, 2014 |
Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?
If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should ...
Learn MoreMay 13, 2014 | Asset Protection Planning
Will your good deed go unpunished?: Limiting nonprofit individual liability
A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...
Learn MoreMay 9, 2014 | Asset Protection
Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 9, 2014 |
Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 7, 2014 | Asset Protection Planning
For Student Loans – Read the Fine Print: Risks for Student Loan Borrowers and Co-Signers
The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a ...
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<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
