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Article-96221

March 27, 2019 |

Is It Safe to Use A Template for A Last Will and Testament?

Deciding to plan ahead for the future often begins with using a last will and testament, but a simple internet search might make it seem ...

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Article-96218

March 26, 2019 |

Unequal Gifting More Common, Study Says

Increasingly, clients are turning to estate planning lawyers to help with the process of gifting unequal shares or assets to their children. There are several ...

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Article-96215

March 25, 2019 |

Is Family Conflict Blocking Your Estate Planning?

Market volatility and the possibility of further estate tax reform all have many estate planning advisers prepared for sudden shifts in strategies, but those aren’t ...

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Article-96211

March 19, 2019 |

Are You Looking at Retirement Planning Backwards?

Retirement planning and estate planning should work hand in hand, and while plenty of people have admitted in recent studies that they don’t have the ...

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Article-96208

March 18, 2019 |

What Questions Should You Ask Before Selecting a Legal Guardian?

Most parents recognize that one of the most powerful aspects of putting together a will is establishing a legal guardian. This is the person who ...

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Article-96202

March 14, 2019 |

What Are the Advantages of Using Will Co-Executors?

Provided that you have selected co-executors or one or more individuals to serve in the same role can get along and cooperate, co-executors provide numerous ...

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Article-96199

March 13, 2019 |

How Can I Create A Power of Attorney?

Most people would first turn to an online process to assist with the drafting of a power of attorney, but this is not recommended. State ...

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Article-96205

March 12, 2019 |

Can I Remove a Trustee from a Family Trust?

There are many different reasons why you might wish to revoke a trustee’s powers. If you put together a family trust yourself, or if you ...

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Article-96195

March 6, 2019 |

How to Estate Plan with Gifts That Are Shared by More Than One Beneficiary

Occasionally, clients ask their estate planning attorneys about how to leave behind shared gifts. This is an especially common scenario if you wish to pass ...

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Article-96191

March 5, 2019 |

How Is A Living Trust Funded?

It’s important to remember that a living trust is only active and valid once it has become funded. The living trust becomes funded after the ...

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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>