March 16, 2017 |
Estate Planning From Inventory to Structure
Once you know that you need a solid estate plan to help you accomplish your goals, the next step is to conduct an inventory. ...
Learn MoreEstate Planning From Inventory to Structure
Once you know that you need a solid estate plan to help you accomplish your goals, the next step is to conduct an inventory. You have to know what you have and what might be included in your estate before you attend a meeting with your estate planning lawyer. Many people find themselves overwhelmed by the prospect of putting together an estate plan, but the good news is that it does not have to be difficult. 
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Blog
March 15, 2017 |
Did You Know That IRA Assets Are Not Completely Protected Unless You Use a Standalone Retirement Trust?
Without any advanced planning, your retirement assets do give you some protection against creditors, but it’s not comprehensive. If you want to increase your overall ...
Learn MoreMarch 13, 2017 |
Special Needs Trust Administration
Most parents of special needs children understand that taking action steps to plan for the future is imperative. One of the most common ways to ...
Learn MoreMarch 9, 2017 |
Leave a Legacy & Note Note for Your Family with Estate Planning
Approaching the topic of death is never easy, but it might help to reframe the estate planning process by viewing it as your way to ...
Learn MoreMarch 8, 2017 |
Millennials Need Estate Planning, Too
If you ask any Millennial what’s on tap for them in the next several years, there’s a good chance they’ve got a list with all ...
Learn MoreMarch 7, 2017 |
This Estate Planning Mistake Could Leave You with Significant Consequences
If you realize after the fact that you and your spouse did not have your account set up properly, all of the estate planning that ...
Learn MoreMarch 6, 2017 |
Estate Planning for Younger Families
Many younger families put off the process of engaging in estate planning or consulting with an attorney because they think they are too healthy, too ...
Learn MoreMarch 2, 2017 |
Why an Estate Plan Needs a Lifetime Approach
The right estate plan is a group of small plans that all work together in order to create a comprehensive plan for your business, your ...
Learn MoreMarch 1, 2017 |
Financial Advisor Stole Nearly $900,000
Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything ...
Learn MoreFebruary 28, 2017 |
Five Steps You Need to Take in Order to Manage Your Estate Planning Appropriately
Planning ahead for your own future can be difficult because many people do not want to come to terms with their own mortality. It can ...
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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>
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<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
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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>
