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Article-95909

September 5, 2018 |

Top Reasons to Consider Using A Living Trust

Have you ever thought about using estate planning tools including a living trust to protect your loved ones and your own future? If so, scheduling ...

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Article-95906

September 4, 2018 |

Don’t Forget These Four Issues in Your Business Succession Plan

A person running a business cannot have an estate plan without a business succession plan and vice versa. These items must work together to protect ...

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Article-95903

September 3, 2018 |

New Study Shows That Retirement Could Enhance Charitable Giving

There has long been a perspective that people stop giving assets away to charity when they get older. But a study shows that this is ...

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Article-95900

August 30, 2018 |

What Is Self-Directed Long-Term Home Care?

Many people approaching retirement today will need long term care at some point in the future. Long term care typically brings to mind an image ...

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Article-95897

August 29, 2018 |

How Long Does It Take for Your Estate to Be Settled?

Whether you’re serving as an estate administrator or thinking about appointing a person just to serve in this role, you should be familiar with the ...

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Article-95894

August 28, 2018 |

What You Need to Know About Part Time Work in Retirement

What do you have lined up for your retirement plan and the time you’ll have? You might want to stay working in a part-time capacity, ...

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Article-95889

August 27, 2018 |

New Study Shows That Retirement Savers Are Struggling to Catch Up

A new study completed by Allianz Life Insurance Company identified that people who are trying to catch up on their savings goals feel financial pressure. ...

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Article-95885

August 23, 2018 |

What You Need to Know About Medicaid Planning

Long term care is extremely complicated and very expensive and simple errors in your planning or in the submission process can cost you in a ...

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Article-95882

August 22, 2018 |

The True Cost of Long Term Care Highlights Longevity Concerns

A recent survey shows that many people are willfully unprepared for the significant out of pocket costs from long term care facilities. More than 2,000 ...

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Article-95879

August 21, 2018 |

How to Select the Right Executor for Your Will

An executor should be someone you can trust who will make things easy for your loved ones when closing out your estate. This person should ...

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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>