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Article-3793

November 10, 2015 |

What Role Does Ageism Play for Elders?

First defined in 1968, ageism refers to the systematic stereotyping of and discrimination against individuals as a result of their age. Social scientists argue that ...

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Article-3789

November 9, 2015 |

Risks and Opportunities Associated With Estate Planning Linked to Europe

Recently European succession regulation went into effect for all members of the European Union except Denmark, the United Kingdom and Ireland. One important regulation for those ...

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Article-3786

November 6, 2015 |

What a Second Marriage Means for Estate Planning

A second marriage can raise many questions about who gets what, whether these people should get property, and will feelings be hurt? Each spouse should ...

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Article-3783

November 5, 2015 |

Tips for Saving on Estate Planning Costs

Knowing what you need is simply the first step in estate planning. Most people will use a power of attorney, a will and a healthcare ...

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Article-3780

November 4, 2015 |

What Does the CCRC Mean for Estate Planning?

Planning for your later life and how you’ll use your assets to support your retirement might involve a Continuing Care Retirement Community. This rides the spectrum ...

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Article-3776

November 3, 2015 |

Is Business Succession Planning a Question of Fairness?

It’s very likely that a business could turn out to be the largest asset held within a family. But fairness of how to deal with ...

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Article-3773

November 2, 2015 |

What Role Does the Executor Play?

When a last will and testament is created, an executor begins to play an important role in carrying them out. During and after probate, an ...

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Article-3770

October 30, 2015 |

Estate Planning: Make Sure You Have a Trust Protector

Appointing a trustee is an important evaluation that should involve careful consideration of a person’s ability to help serve in this role. If a trustee ...

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Article-3767

October 29, 2015 |

Estate Planning: Preventing the Money Split

Keeping a family together requires talking and planning, and this is also essential when putting together your goals for your estate. In this process you ...

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Article-3764

October 28, 2015 |

Asset Protection Planning: What is the Nevis LLC?

Have you ever heard of Nevis Island before? It’s a no-tax offshore domicile within the country of St. Kitts and Nevis, which is totally independent. ...

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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>