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Article-96133

January 29, 2019 |

Does Every Will Go Through Probate?

Probate is a very common legal procedure that many people think of as an expensive and complex process. For simplified estates, however, probate might be ...

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Article-96130

January 28, 2019 |

Who Is A Trustee?

When you think of the process of estate planning, there are two likely instruments that pop into your mind; a trust and a will. Wills ...

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Article-96127

January 23, 2019 |

What Are the Pros and Cons of Using the Probate Process?

The probate process should run quickly and smoothly, but this is not always guaranteed and the leading reason why people choose to use estate planning ...

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Article-96124

January 22, 2019 |

What Are the Most Important Duties of a Will Executor?

Establishing someone as the executor of your will requires advanced planning and careful thought about whether or not this person is indeed comfortable to serve ...

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Article-96120

January 21, 2019 |

What Is Medicaid Crisis Planning?

Perhaps you are a loved one of adult elderly parents who may be in need of nursing home support and assistance or perhaps you are ...

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Article-96117

January 16, 2019 |

Do You Really Need Help with Your Financial and Estate Planning?

There’s a strong chance that you don’t have the knowledge, patience, interest or time to deal with complicated financial matters. This is one of the ...

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Article-96114

January 15, 2019 |

Impacts of the Tax Cut and Jobs Act Now Beginning to Affect Estate Planning

Many people might have overlooked the long-term implications of the Tax Cuts and Jobs Act. This 2017 act, however, has marked a real change from ...

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Article-96111

January 14, 2019 |

Why You Need to Manage Your Money with Logic

It’s easy to get emotional about money, especially if you have spent much of your life working towards establishing and accomplishing financial goals. As your ...

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Article-96107

January 10, 2019 |

Should I Put My Home in A Child’s Name?

Planning ahead for your future retirement and estate planning goals might lead you to question whose name is listed on the deeds to homes. Sometimes ...

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Article-96099

January 9, 2019 |

What Is the Value of a Relationship Between a Beneficiary and a Trustee?

Selecting someone to serve as a trustee over this popular estate planning strategy is important because this individual might have regular and ongoing contact with ...

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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>