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Blog

Article-95564

March 1, 2018 |

Just How Important Is an Advanced Health Care Directive?

All of your estate planning materials should be drafted by an experienced estate planning attorney and reviewed on a regular basis. Financial planning, estate planning ...

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Article-95562

February 28, 2018 |

Most Common Estate Planning Mistakes Related to Beneficiaries

Far too many people make mistakes related to their beneficiaries on their bank accounts, retirement accounts or life insurance policies. These mistakes usually end up ...

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Article-95559

February 27, 2018 |

What Doctors Need to Know About Estate Planning

Most doctors are hesitant about unnecessary paperwork in their life but because of this, they avoid taking on critical planning responsibilities as it relates to ...

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Article-95556

February 26, 2018 |

What Unexpected Caregivers Need to Know

Some people may not anticipate being a caregiver in the future, but that’s something they need to check in with their parents about. Adult children ...

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Article-95552

February 22, 2018 |

Millennials and Estate Planning Must Mix

Millennials and estate planning sounds like it might not necessarily go together but far too many millennials jump to this conclusion and their family members ...

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Article-95549

February 21, 2018 |

Can a Second Trust Created by a Person Revoke the First One?

If a person already has a trust established with the help of an experienced estate planning attorney, they may be curious about whether a second ...

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Article-95546

February 20, 2018 |

Put Together the Plan Before You Need It with Estate Planning

Have you put off an estate plan because you don’t think you need it? Far too many families wind up dealing with the impact of ...

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Article-95543

February 19, 2018 |

New Tax Law Could Tremendous Windfall for Your Children

The new federal exemption amount has increased as a result of the new tax law, which means that the amount you or your estate can ...

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Article-95540

February 16, 2018 |

Things You Can’t Ignore in the Family-Owned Business Succession Planning Process

A company that you started with your spouse decades ago may hold sentimental value for you but it also has significant financial value and possible ...

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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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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>