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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?

Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too expensive. But there can be major costs to ignoring components of your estate plan. Most people are familiar with the benefits afforded by a will, but a new study shows that up to 66% of Americans don’t have a healthcare directive.

A healthcare directive is a legal document in which you lay out your decisions for caregivers in the event that you suffer from dementia or another similar ailment.

It can also provide important guidance around whether or not you want life-sustaining care. Healthcare directives sometimes go under other names depending on your specific location, including medical directives, living wills, or durable health care powers of attorney.

In general, most of these documents serve the same function to provide direction and guidance around how the death and medical decisions affecting you should be made. Health care directives are truly a relatively new legal document because they only came into existence in 1976 in California when the first law was passed enabling health care directives.

By 1992, however, all 50 states across the country had similar laws. Make sure that you have incorporated your intention for a health care directive into your estate planning by sitting down and consulting with an experienced and knowledgeable estate planning lawyer.       

Schedule your free Exploratory phone call

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can be of assistance.

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listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

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Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more