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Article-96246

April 15, 2019 |

What to Remember When Selecting a Minor’s Guardian

A major concern for parents of minor children is who will be appointed in the will to take care of the child if the parents ...

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Article-96242

April 10, 2019 |

Did You Recently Move? You Need to Update Your Estate Planning Documents

If you recently moved to a new location from a different state, you need to make sure that your estate planning documents have been updated ...

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Article-96236

April 8, 2019 |

Estate Planning Cannot Neglect Cost of Nursing Home Care

The cost of nursing home care can be catastrophic for someone who has saved ahead for their retirement. A long term care insurance policy could ...

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Article-96239

April 6, 2019 |

Up to 25% of Long Term Care Insurance Claims Start and End in Assisted Living

Do you have a plan to protect yourself from the costly expenses of long term care? Far too many people avoid making a goal of ...

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Article-96233

April 4, 2019 |

What Are the Duties of a Trustee After the Grantor Passes Away?

There are both practical and legal responsibilities linked to a trustee when the grantor passes away. These include: Locating and reviewing all of the important ...

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Article-96229

April 3, 2019 |

New Jersey Bill Considers Portable IRAs For Retirement Plans

New Jersey may soon join small list of states, including Vermont and Oregon, that enable employees to take their retirement plans with them if they ...

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Article-96225

April 1, 2019 |

How to Avoid Tax Consequences While Leaving Behind An IRA

It may have been in the best of intentions that you decided to leave an IRA behind to a loved one but this can generate ...

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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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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>