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Blog

Article-96282

May 8, 2019 |

Do I Need to Update My Will If I Move to A New State?

If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new ...

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Article-96279

May 7, 2019 |

Does the State Get Everything If I Pass Away Without A Will?

There are plenty of different reasons to use an estate planning lawyer to help you write a will, but worrying about the state claiming entitlement ...

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Article-96275

May 6, 2019 |

If You Have Children, You Need A Will

You might have heard in the past that it is extremely important to put together the most basic of estate planning tools; a will if ...

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Article-96272

May 1, 2019 |

Billionaires Are Living Longer: What Does This Mean for Estate Planning?

Tom Benson passed away in 2018 at age 90. He left behind a significant empire that included multiple car dealerships and two professional sports teams ...

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Article-96268

April 29, 2019 |

Did You Do Your Part for April’s Financial Literacy Month?

According to Schwab’s 2017 Modern Wealth Survey, plenty of people are simply uncomfortable talking about their finances with their family and friends. However, if any ...

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Article-96263

April 24, 2019 |

Will Deferring My Social Security Payments Really Make A Difference?

Research shows that people who have average health and moderate levels of wealth will be better off deferring their Social Security benefits until age 70, ...

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Article-96260

April 23, 2019 |

You Do Have an Estate!

Many people are under the impression that if they do not have significant assets that meet the estate tax laws in their country that they ...

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Article-96256

April 22, 2019 |

Solving the Password Problem with Digital Estate Planning

In the digital stage, estate administration requires going one step further and ensuring that you have an appropriate strategy to share the passwords to your ...

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Article-96250

April 17, 2019 |

Are Baby Boomers Overconfident About Long Term Care Planning?

Too many baby boomers have looked ahead to plan for their retirement but have neglected how long term care expenses could influence their ability to ...

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Article-96253

April 16, 2019 |

Could Last-Minute Will Changes or Death Bed Gifts Cause Problems for Your Heirs?

The themes of making a last minute change to your will or changing a gift on your death bed might seem interesting or a great ...

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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>