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Blog

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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Article-96381

June 17, 2019 |

Do Americans Have Enough for Retirement?

Planning for your own future is one component of setting up your retirement plans. But have you also thought about how the assets you own ...

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Article-96362

June 13, 2019 |

Responsibility of Living in the Greatest Country in the World

Over the last few weeks, I had the privilege of telling people that I was scheduled for Jury duty. Last Monday, I had to report ...

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Article-96359

June 12, 2019 |

How Much Will My LTC Cost?

If you’re already thinking about your healthcare expenses, you’re one step ahead of most people. But how do you know what’s enough to save, when ...

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Article-96354

June 11, 2019 |

How to Manage Your Money Like You Have Plenty of It

There are many different secrets for millionaires, but one of the biggest is that they manage their money and their mindset about money differently from ...

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Article-96334

June 10, 2019 |

The Power of Special Needs Planning & America’s Got Talent

This video has been making its rounds on Facebook and other forms of social media and, in my opinion, it is impossible to watch this ...

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Article-96349

June 10, 2019 |

What Goes Into My Elder Law Plan?

Are you ready for retirement and beyond? People are living longer than ever these days, and that means you need a plan to help yourself ...

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Article-96328

June 5, 2019 |

What Does It Mean to Pay for Long Term Care with a Combination of Assets?

Most people haven’t set aside significant savings for the sole purpose of paying for their long term care but long term care expenses can have ...

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Recent Posts

Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch

Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...

<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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>