June 2, 2021 |
Are You Self-Insured for Long Term Care Events?
Without any specific plan in place, such as how you’ll qualify for Medicaid or a long term care insurance policy, you are said to be ...
Learn MoreJune 2, 2021 |
Without any specific plan in place, such as how you’ll qualify for Medicaid or a long term care insurance policy, you are said to be ...
Learn MoreMay 26, 2021 |
The pandemic represented a seismic shift in the way that many people view their estate plans. Those who did not have documents like powers of ...
Learn MoreOctober 4, 2018 |
If you have read any of the recent studies or had a personal connection to someone who had to enter a nursing home suddenly, you ...
Learn MoreAugust 22, 2018 |
A recent survey shows that many people are willfully unprepared for the significant out of pocket costs from long term care facilities. More than 2,000 ...
Learn MoreJuly 3, 2018 |
Most people assume that they do not need long term care planning in their overall estate planning. Since illness and death are both extremely difficult ...
Learn MoreJune 13, 2018 | LTC
It seems like every day you may hear about updates to Medicaid and Medicare, and many people who have scheduled meetings with estate planning attorneys ...
Learn MoreJune 4, 2018 |
A new Kaiser study confirms what many people already working in the long-term care industry already know; that there are fewer long-term care residents in ...
Learn MoreMay 30, 2018 |
Long term care insurance is not the only way to afford your future, but it is one of six ways that you may be able ...
Learn MoreMay 9, 2018 |
A new study identifies that there is artificial intelligence that could help identify the early signs of Alzheimer’s and Dementia-related problems approximately a decade before ...
Learn MoreApril 11, 2018 |
If you’ve had a long-term care policy for several decades and have continued to pay the premiums, this is an important component of being able ...
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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 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>
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>