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Article-95810

July 16, 2018 |

What Makes Baby Boomer and Millennial Women Different with Regard to Wealth Planning?

Whether it’s planning for your own retirement or even setting aside time to think about your legacy plan with your estate, you need to ensure ...

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Article-95805

July 12, 2018 |

Stan Lee’s Elder Abuse Conflict Holds Lessons for Estate Planning

   Everyone can benefit from estate planning and every so often, there is a celebrity controversy or story that shows the challenges of financial predators ...

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Article-95802

July 11, 2018 |

A New Generation of Those Set to Receive Assets Should Be Prepared with Estate Planning

More than $30 trillion will be transferred from baby boomers to future generations in the coming years, but most of this younger generation is not ...

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Article-95798

July 10, 2018 |

Be Prepared to Tell Your Representatives What Is involved in Settling an Estate

Are you thinking about appointing someone to handle your estate after you pass away? This is a wise decision and one that should be discussed ...

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Article-95796

July 9, 2018 | Estate planning

What to Know About Telling Your Kids After You Have Done Your Estate Planning

Estate planning is a very personal process but because of that, many people choose to put it off until it is too late. Thereby, leaving ...

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Article-95791

July 5, 2018 |

Don’t Skip Out on Business Succession Planning Issues

Even if you have an individual estate plan, it is not enough if you also own a company. Many different challenges can befall your family ...

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Article-95788

July 4, 2018 |

Make Sure You Include a Living Trust as Part of Your Retirement Planning

Have you ever heard about how a living trust can help you to accomplish your estate planning goals? Many people know that trusts are one ...

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Article-95785

July 3, 2018 |

Will Your Long-Term Care Planning Default Keep You from Proper Protection?

Most people assume that they do not need long term care planning in their overall estate planning. Since illness and death are both extremely difficult ...

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Article-95782

July 2, 2018 |

Buzz Aldrin Case Had Highlights Importance of Having Estate Planning Documents

A recent lawsuit filed in Florida was brought forward by an astronaut, Buzz Aldrin, who claims that his children have inaccurately accused him of having ...

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Article-95780

June 28, 2018 |

Don’t Leave Out Estate Planning When You Are Separated

  A legal separation presents immediate problems if you put your estate planning documents on pause and don’t take the time to protect yourself and ...

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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>