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Blog

Article-96417

July 9, 2019 |

New Government Report Reveals Big Scale for Elder Abuse

The decision that you make to place a loved one in a nursing home can be a complicated one, and it probably required a lot ...

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Article-96413

July 8, 2019 |

Plenty of Parents Missing Key Documents for Estate

Having an estate plan is an important part of your overall financial picture, especially if you’re a parent. A recent study found that plenty of ...

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Article-96410

July 3, 2019 |

Is Asset Protection Planning Only for Avoiding Paying Taxes?

Too many people are under the impression that asset protection planning is only relevant for the very rich who want to downsize their tax bill. ...

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Article-96407

July 2, 2019 |

New Study Shows that Nursing Home Costs in the United States Are Rising Quickly

Many people already know that the cost of nursing home or long term care in their older ages can be extremely high. The average cost ...

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Article-96404

July 1, 2019 |

What is the Cost of Taking Social Security Too Early?

As part of your overall retirement plan, you’re probably counting on your Social Security benefits. But what happens if you miscalculate and end up taking ...

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Article-96399

June 26, 2019 |

What is a Fiduciary’s Job?

In your estate, a fiduciary has important legal responsibilities that must be addressed with the utmost level of care. Finding the right fiduciary is extremely ...

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Article-96395

June 25, 2019 |

Is Your Family Business Set Up to Succeed Beyond You?

A family business is something that goes far beyond a profit-generating venture. For you and your loved ones, it’s a source of pride and family ...

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Article-96392

June 24, 2019 |

How Much Does Experience and Knowledge Matter for Estate Planning Lawyers?

Not all lawyers are created equal, and finding someone to help you with your needs or individual case requires doing a little digging into the ...

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Article-96389

June 20, 2019 |

How Do I Grant Access to Online Accounts in My Estate Documents?

Any company with whom you have an online account probably has their own rules about how you can or can’t close or transfer on your ...

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Article-96384

June 18, 2019 |

What Does Your Trust Actually Own?

When deciding what to pass on to your loved ones and heirs, proper titling is key to your wishes being followed in the manner you ...

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Recent Posts

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>