Life Changes
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Life Changes
Life changes, and so does your life and legacy planning
What do you need to know when you're your circumstances change?
Click here for essential life changes guides and key infoClick below to learn more about the Resources we offer
Featured Blog
Stay on Track with the 2025 Retirement Calendar Checklist
Planning for retirement can feel overwhelming, especially when juggling financial, health care, and personal milestones.
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Your Essential Guide to Preparing for the 2025 Tax Season
Tax season can feel overwhelming, but careful preparation can make filing easier and help you save money. Here’s a summary of important updates, tips, and deadlines to guide you.
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Recent Posts
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...
<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Risks of Concentrated Stock: Evaluating Single-Stock Exposure
A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...
<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals
Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...
<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
