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Article-95537

February 15, 2018 |

James Brown’s Estate Is Still Unsettled

Eleven years after the death of James Brown, his estate planning has fallen short in the plan to distribute his wealth efficiently. None of the ...

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Article-95535

February 14, 2018 |

Why Do Wills Need to Be Recorded?

  You may not need to necessarily record a trust although an important component of your trust strategy is to fund it after you have ...

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Article-95532

February 13, 2018 |

Five Crucial Ways That Estate Planning Can Help Your Business

  When most people think of estate planning, they are looking at their individual opportunities available with putting together critical documents and strategies to protect ...

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Article-95527

February 8, 2018 |

Documents to Keep Indefinitely in Your Estate and Financial Planning Process

  Although in the previous three blogs, we’ve discussed getting rid of unnecessary paperwork and clutter after three months, one year and seven years, some ...

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Article-95524

February 7, 2018 |

Documents to Keep For At Least Seven Years in Your Financial and Estate Planning Process

  It can be difficult to figure out which documents you’ll need to have on hand, which ones should be stored in a safe deposit ...

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Article-95521

February 6, 2018 |

Documents to Keep for One Year: What You Should Know About Estate and Financial Planning

 Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so ...

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Article-95517

February 5, 2018 |

Important Documents Series Part 1: What Should You Keep for Estate Planning Purposes?

Many people worry about having the appropriate documents on hand. In this four-part series, we’ll explore the various issues associated with keeping documents so that ...

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Article-95513

February 1, 2018 |

Will Less Planning Occur Because Of High Estate Tax Exemptions?

Do you think you don’t need estate planning? Perhaps you did estate planning in the past, but you think that new high estate tax exemptions ...

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Article-95510

January 31, 2018 |

What You Need to Know About Prioritizing a Dead Spouse’s Debts

  When a spouse passes away, it can be an alarming discovery to realize that they have more liabilities than they did assets. Paying off ...

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Article-95507

January 31, 2018 |

What You Need to Know About the Survival of Dynasty Trust

If you are using trusts as part of your estate planning strategy, you are engaging with one of the most powerful tools for enhancing your ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>