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 ...
Learn MoreDocuments 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 box and have a copy at your lawyer’s office, and those that you can eventually get rid of after some time. 
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Blog
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 ...
Learn MoreFebruary 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 ...
Learn MoreFebruary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 29, 2018 |
These Crucial Elements Should Be Included in A Business Succession Plan
Opening your own business is an exciting opportunity, but it is also one that requires thought about things that will happen long into the future ...
Learn MoreJanuary 25, 2018 |
Top Questions to Ask Your Estate Planning Attorney After the Passage of The New Tax Law
Now that the new tax law has come into place, plenty of people are thinking about what they need to do in order to ...
Learn MoreJanuary 24, 2018 |
The Best Gift You Can Give Is Investing for Your Heirs
Teaching your grandchildren and children to invest is an investment in their own future. This means you are passing down your own individual legacy ...
Learn MoreJanuary 23, 2018 |
Should You Increase Your Gifts Given to Your Children?
When thinking about passing on assets to future generations, a common question asked by many people is whether or not they should increase the ...
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<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>
