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Blog

04.12.2020
What Belongs Inside My Personal Will?

When there is no will for your estate plan, this puts your family members in a very difficult situation, because it becomes the responsibility of …

04.06.2020
What Is a Healthcare Proxy?

A healthcare proxy is a term you might have heard of in relation to comprehensive estate planning. The term proxy refers to another person acting …

03.24.2020
7 Steps for an Estate Plan Now

Do you have a plan for what will happen to your assets when you pass away? What about who will be able to make decisions …

03.17.2020
Estate Planning & Your Home Title

There have been many commercials and some news stories about people having their homes stolen. The narrative in these stories typically goes that a thief …

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Recent Posts

Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners

Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...

<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth

From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...

<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Common Pitfalls After Unexpected Wealth—and How to Avoid Them

Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...

<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>