Article-2762

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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Article-2600

May 27, 2014 | Beneficiaries

Special Planning for Second Marriages: Lessons Learned From Casey Kasem

The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage ...

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Article-2463

April 17, 2014 |

What About Blended Families?

Planning for blended families presents particular challenges when it comes to ensuring your wishes are carried out. While every situation is unique, here are a ...

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Article-2035

March 13, 2014 |

Keys To Selling Your Family Business

There are plenty of challenges to running a successful family business. But they can look like a hop, skip and a jump compared to the ...

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Article-1432

January 7, 2014 |

Leaving the Vault Open: A Revocable Trust Will Not Protect You From Creditors.

One popular misconception concerning estate planning is that any trust will protect an individual’s assets from creditors. However, as a recent article explains, this is ...

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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-981

September 3, 2013 | Estate planning

Planning for Blended Families: Part I – Intake Process

The “blended family” comprises a fast-growing segment of U.S. households. Whether you arean attorney or investment advisor, there is an advantage in taking some time ...

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Article-410

January 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, ...

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When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Much Cash Should a High-Net-Worth Family Actually Keep?

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<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>