Article-95839

July 31, 2018 |

Avoid These Mistakes When Planning for Your Special Needs Beneficiary

Do you have someone in your life who could be classified as a special needs beneficiary? If so, it is even more important that you ...

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Article-95836

July 30, 2018 |

Does A Will Oversee the Distribution of All of Your Assets?

Are you thinking about using a will? It is one of the most important estate planning tools and yet is also one that is frequently ...

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Article-95833

July 26, 2018 |

Routine Estate Planning Check-Ups Should Happen Regardless of The Political Climate

People are always looking for good reasons to put off the process of estate planning, but one of these shouldn’t be the current political climate ...

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Article-95830

July 25, 2018 |

Should I Create My Will or Designate Beneficiaries First?

If you have a limited period of time or if you are concerned about accomplishing your estate planning tasks in a particular order, there are ...

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Article-95826

July 24, 2018 |

Why A Sudden Medical Diagnosis Makes End of Life Planning Important

A terminal or serious medical diagnosis can put a person in the position of realizing that they have far less time than expected to get ...

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Article-95822

July 23, 2018 |

Asset Protection Planning: Move Assets Off of Your Balance Sheets

If you are thinking about the best way to protect yourself, regardless of the current political laws surrounding estate and tax planning, it’s a good ...

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Article-95818

July 19, 2018 |

New Study Shows That Many People Expect to Delay Retirement

Plenty of Americans have not started the process of retirement planning at all or admit that they feel that they are in over their head ...

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Article-95815

July 18, 2018 |

Anthony Bourdain’s Will Could Be Open to Legal Dispute

A trust was initially created for the daughter of the celebrity chef who recently passed away. However, if the divorce wasn’t finalized, the ex-wife may ...

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Article-95813

July 17, 2018 |

Can Probate Really Take as Long as Six Months?

One of the most common reasons for people to initiate the estate planning process early on is to avoid the process of probate. Probate is ...

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Article-95810

July 16, 2018 |

What Makes Baby Boomer and Millennial Women Different with Regard to Wealth Planning?

Whether it’s planning for your own retirement or even setting aside time to think about your legacy plan with your estate, you need to ensure ...

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<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>