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Article-4968

May 3, 2017 |

How to Effectively Approach Your Digital Accounts Before You Pass Away

There’s plenty of discussion about the benefits of traditional estate planning but you may also need to consider how your digital accounts are included as ...

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Article-4978

May 3, 2017 |

Asset Protection Planning: Thinking Ahead When You Get Married

Divorce is not inevitable but many people find the process of thinking about their future finances and ending their marriage as extremely difficult when they ...

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Article-4965

May 2, 2017 |

Planning Ahead if You Intend to Give Assets to Your Children Differently in Your Estate

Although the most popular way to approach your estate plan is to leave all assets equally to all your children. However, there are many situations ...

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Article-4974

May 2, 2017 |

The Threats for Wealthy Families Are on The Rise

Security threats are more prevalent than ever and multi-family offices are being targeted in the most recent round of attacks. According to a recent study, ...

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Article-4962

May 1, 2017 |

Do You Really Owe Your Kids an Inheritance?

It is never easy to approach the topic of estate planning for anyone. One of the most common reasons that people are uncomfortable with this ...

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Article-4959

April 27, 2017 |

Asset Protection Planning: You Need to Have It

Too many people realize that asset protection planning is valuable when it’s too late. For example, after a lawsuit is filed against a doctor or ...

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Article-4956

April 26, 2017 |

Why Caregivers are So Important for Those Individuals Who Have Disabilities

A 2011 study shared by the Centers for Disease Control and Prevention identified that the number of children who had developmental disabilities increased by 17% ...

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Article-4953

April 25, 2017 |

Prince’s Estate Still in Limbo One Year Later

Prince passed away just over one year ago. Unfortunately, however, his unexpected death associated with an accidental painkiller is still tied up in probate court. ...

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Article-4949

April 24, 2017 |

IRS Changes Process for Estate Tax Liens

One of the aspects of handling an estate that can prove problematic is when the IRS puts a lien on property. The IRS is capable ...

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Article-4945

April 20, 2017 |

How to Use Your Will to Assist Your Elderly Parents

Many individuals are looking forward to the future and the future generations when it comes to putting together a will and other components of an ...

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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>