Article-97887

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 ...

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Article-97881

May 26, 2021 |

New Study Identifies Challenges in Estate Planning After the Pandemic

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 ...

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Article-95967

October 4, 2018 |

What You Need to Know Before You Purchase Long Term Care Insurance for Future Protection

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 ...

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Article-95882

August 22, 2018 |

The True Cost of Long Term Care Highlights Longevity Concerns

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 ...

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Article-95785

July 3, 2018 |

Will Your Long-Term Care Planning Default Keep You from Proper Protection?

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 ...

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Article-95746

June 13, 2018 | LTC

Don’t Forget to Plan for Long Term Care

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 ...

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Article-95731

June 4, 2018 |

Study Shows That More Nursing Homes Residents Are Sicker

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 ...

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Article-95723

May 30, 2018 |

Six Ways to Afford Long Term Care

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 ...

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Article-95691

May 9, 2018 |

New Study Can Reveal Alzheimer’s Symptoms 10 Years In Advance

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 ...

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Article-95640

April 11, 2018 |

I’ve Got a Long-Term Care Policy. Should I Stop Paying or Keep It?

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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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>