Article-97884

May 27, 2021 |

How to Prepare to Get the Affairs of An Adult Child in Order

If you have recently been appointed as a power of attorney for an adult child who is suffering from serious health issues, it is important ...

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Article-95941

September 24, 2018 |

Planning for the Future of Your Minor Children

Most people hope that they live to see their children well into adulthood. And grasping the possibility that this might not happen is difficult at ...

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Article-95449

December 29, 2017 |

Do Teenagers Need Estate Plans?

An estate plan is something that most people think about as they near retirement or after they bring on a mortgage or have children. However, ...

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Article-5111

July 12, 2017 |

Even High School Graduates Need Estate Planning

It’s easy for someone young and relatively healthy to push off estate planning entirely, but this could be a huge mistake. Anyone who has recently ...

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Article-4846

March 2, 2017 |

Why an Estate Plan Needs a Lifetime Approach

The right estate plan is a group of small plans that all work together in order to create a comprehensive plan for your business, your ...

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Article-4824

February 22, 2017 |

Using a Trust with Special Purpose Language in Order to Protect Your Beneficiaries from Themselves

There are many different situations in which you may want to put together a trust that helps to protect your beneficiaries from hurting themselves in ...

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Article-4658

November 29, 2016 |

Tips for Protecting Your Parents Assets from Taxes

It can be overwhelming and frustrating to deal with the grief process while also figuring out how to handle your parents’ estate. Thankfully there are ...

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Article-4593

October 25, 2016 |

A Customized Estate Plan Should Always be Handled by a Lawyer

If you are thinking ahead about your estate planning goals, it’s tempting to address your needs by filling out a form you found online. A ...

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Article-4265

May 17, 2016 |

Five Reasons to Do Estate Planning Now

While there are numerous reasons that you should consider protecting your estate, there are five primary reasons that you should communicate with an estate planning ...

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Article-3158

February 25, 2015 |

Estate Planning Parent Fears: Passing On Assets Without Spoiling Children

This is an issue that many of our clients express during their first meetings with us. Parents with wealth are concerned about leaving just enough ...

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Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>