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Blog

Article-3012

January 6, 2015 |

Combining Your Estate Planning as a New Couple

Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? ...

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Article-3009

January 6, 2015 |

What to Cover in Family Meetings to Discuss Estate Planning

The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. ...

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Article-3005

December 18, 2014 |

Can I Protect My Business Against Divorce?

Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their ...

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Article-3002

December 17, 2014 |

Tax Facts: Retirement Benefits

When it comes to retirement accounts, it may feel like you have more questions than answers, even if you have had your retirement account for a ...

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Article-2997

December 16, 2014 |

Joan Rivers’ Public Estate: A Reason To Consider Planning Privately

The weather certainly full of numerous stories about the ill planning or mistakes made by celebrities when it comes to their states. But there’s another ...

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Article-2994

December 15, 2014 |

Do I Really Need a Health Directive?

Having a health directive can serve an important in your life. Failing to have a health directive structured in advance can generate unanswered medical questions ...

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Article-2991

December 12, 2014 |

What Can’t A Will Do?

Whether you are new to the realm of estate planning or whether your will has been in place for many years, it’s worth a review ...

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Article-2986

December 11, 2014 |

The Basics of Will and Trust Contests

  When putting together your estate plan, it’s helpful to know how a will or trust can be contested after you pass away. A trust ...

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Article-2982

December 10, 2014 |

Do Millennials Need Estate Planning?

Many millennials assume that estate plan is for older and more established clients who have significant assets to protect. Even if you believe that your ...

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Article-2979

December 8, 2014 |

What Happens If You Die Without a Will?

Passing away without a will is known as dying “intestate”. Your state laws will govern how your property is passed down, which usually gives your ...

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Recent Posts

The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income

Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...

<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know

Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...

<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth

Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...

<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>