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Article-95425

December 18, 2017 |

Making A Meaningful Gift to Your Child’s College Savings Fund

Passing things on to future generations is a common concern for many people interested in protecting their loved ones, but for a meaningful gift this ...

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Article-95422

December 14, 2017 |

Top End of Life Documents You May Need

  Most people already know that their last will and testament is the cornerstone of their financial and estate plan. However, many consumers don’t have ...

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Article-95419

December 13, 2017 |

Elder Fraud on The Rise-Up To $36 Billion

A recent study found that three out of ten state securities regulators have seen an increase in elder fraud complaints and cases. Many people are ...

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Article-95416

December 12, 2017 |

Do You Have to Update Estate Planning Documents When You Move?

Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...

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Article-95411

December 11, 2017 |

Proper Buckets for Your Retirement Planning & Estate Planning

The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can give away to ...

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Article-95407

December 7, 2017 |

Hugh Hefner’s Unique Estate Planning Strategy

Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...

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Article-95404

December 6, 2017 |

Don’t Make this Trust Mistake

  Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...

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Article-95401

December 5, 2017 |

Make Sure Your Retirement Planning Includes the Costs of Long Term Care

You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...

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Article-95398

December 4, 2017 |

Entering Retirement with Significant Debt May Affect Your Estate Plans

A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...

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Article-95395

November 30, 2017 |

Common Retirement Issues You May Not Be Planning For

It can be overwhelming to think about retirement and estate planning. However, these are crucial processes that should be considered by any adult. Many people ...

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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>