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Blog

07.23.2021
Are Concerns About Inflation Inflated?

KEY TAKEAWAYS *Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. *The …

07.14.2021
What Is a Directed Trust?

When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning attorney can help …

07.12.2021
What Is Proving a Will?

There are many different terms you may hear in connection with the estate planning process and one of these is proving a will. This means …

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Recent Posts

Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026

Tax season is here—are you prepared? Discover key strategies for high earners, business owners, and legacy-minded families to reduce stress, optimize returns, and align with ...

<p>The post Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026

Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...

<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know

The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...

<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>