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Blog

Article-96482

August 1, 2019 |

What seeing myself at age 83 & 13 meant for me & my planning

One of the reasons we don’t do our financial planning, tax planning or estate planning, is because we don’t really feel moved by the possible ...

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Article-96474

July 31, 2019 |

Who’s Skipping Out On Will Planning?

So you don’t want to sit down and draft a will- or maybe even make the appointment with your attorney. If this is you, you’re ...

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Article-96471

July 30, 2019 |

Asset Organization: It’s the Planning You Need

A key component of your estate plan’s success is being able to keep all the details organized. This helps you to make the best decisions ...

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Article-96465

July 29, 2019 |

What Is Your Legacy Going to Be?

Are you thinking about how you can best leave behind a legacy of financial support and love for your family, but haven’t taken the necessary ...

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Article-96446

July 24, 2019 |

Planning Lessons from Mufasa

Over the past few years, Disney has been creating live-action versions of their animated hits. Most recently, one of my personal favorites, The Lion King ...

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Article-96440

July 24, 2019 |

How Many Americans Think Having A Will Is Important but Have Skipped Out on Having One?

Americans are notoriously conflicted when it comes to end of life estate planning. Thinking about the future of those we leave behind and confronting our ...

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Article-96437

July 23, 2019 |

Why Do People Create Living Trusts?

Have you already heard about the various types of estate planning tools and documents most commonly created and referenced by people in your state? There’s ...

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Article-96434

July 22, 2019 |

What Are the Key Aspects of Business Succession Planning?

Having an estate plan for your business is just as important as having an estate plan for your individual purposes. There are many different components ...

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Article-96431

July 17, 2019 |

Three Long Term Care Myths

With the rising cost of healthcare and all data showing that many people will need some form of LTC in their older ages, it’s costly ...

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Article-96427

July 16, 2019 |

Could Your Long Term Care Expenses Be in Excess of $250K?

Retirees today seem to be confused about how much to set aside for long term care. Fidelity Investments shows that the cost of paying for ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>