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Article-114708

February 9, 2022 |

Do You Need a Personal Representative Lawyer?

Did the court recently name you as a personal representative to a loved one’s estate or have you volunteered to serve in this role because ...

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Article-114702

February 8, 2022 |

Two Big Reasons Why Your House Should Be Put in A Living Trust Instead of a Will

There are many different decisions you need to make as part of the estate planning process and some of them will have to do with ...

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Article-114699

February 4, 2022 |

What Are the Benefits of Putting Life Insurance into A Trust?

A trust can be created to help manage asset transfer when you pass away in a streamlined and controlled manner. This prompts the question, should ...

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Article-114696

February 4, 2022 |

The Impact of State Probate Rules on Self-Created Wills

Creating a will online or using a basic template might seem like the easiest route. After all, this is a task many people put off ...

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Article-114624

February 3, 2022 |

How to Reduce the Risk of Elder Fraud

The most targeted group for financial fraud is elderly individuals but studies show that they are also the least concerned about being scammed. Millions of ...

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Article-114542

February 2, 2022 |

How To Make Better Finances More Than Just a Resolution

Approaching the new year gives people plenty of opportunities to set resolutions for the 12 months ahead, but a great financial plan and ongoing financial ...

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Article-114398

January 31, 2022 |

Who Can Be a Beneficiary on My Transfer on Death Bank Account?

A transfer on death bank account is one way to provide assets relatively quickly to your loved ones after you pass away because your passing ...

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Article-114179

January 28, 2022 |

Who Keeps My Beneficiary Forms for My Retirement Plan?

When you create a retirement plan, you’ll need to establish beneficiaries for those assets when you pass away. These beneficiary designation forms are handled outside ...

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Article-114028

January 26, 2022 |

What To Know About Leaving Funeral Instructions

It might initially make sense to you that leaving behind instructions for your loved ones when it comes to your funeral plans with your will ...

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Article-113949

January 25, 2022 |

How Does My Loved One Claim Property Through a Transfer on Death Deed?

A transfer on death deed is a powerful tool for real estate planning purposes that allows your chosen beneficiary to receive access to a piece ...

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Recent Posts

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>