Article-97075

May 6, 2020 |

What Is A Long-Term Care Plan?

Research shows that two out of every three Americans will need some form of assistance with activities of daily living. These activities of daily living ...

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Article-97072

May 5, 2020 |

Is Now the Right Time to Pull Cash from Your IRA? Beware the Tax Implications

It might feel as though everything is up in the air with your financial planning situation lately. Since this has impacts on your day to ...

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Article-97055

May 4, 2020 |

Long-Term Investors, Don’t Let a Recession Faze You

With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, ...

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Article-97051

May 4, 2020 |

Kinds of Powers to Give to an Attorney in Fact

When you appoint another person to make decisions for you that are legally binding, you need to use a power of attorney to establish this ...

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Article-97048

April 28, 2020 |

Your Estate Plan Probably Needs a Trust

Some people assume that unless your estate size is substantial, that you can skip out on enhanced protections provided by something, such as a trust. ...

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Article-97045

April 27, 2020 |

How Long Would It Take for My Estate to Be Settled?

If you have done the necessary planning to ensure that your estate has been discussed with a knowledgeable estate planning lawyer, this is the first ...

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Article-97041

April 22, 2020 |

Do You Have a Plan for Social Security Benefits with Your Estate?

Benefits provided by social security are often one component of an overall estate plan that can also easily slip through the cracks. It is essential ...

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Article-97038

April 21, 2020 |

These Two Cornerstones are the First Step Towards Making Your Estate Plan

Today, estate planning attorneys are being contacted at record numbers to get assistance in putting together power of attorney documents or wills in the midst ...

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Article-97034

April 20, 2020 |

What Is Long Term Care Insurance? Do You Really Need It for Your Estate Plan?

Many older Americans have been thinking about the concept of long-term care insurance recently and with good reason. Chances are good that you’ll become injured ...

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Article-97029

April 15, 2020 |

Life Insurance: Is it Part of Your Estate Plan?

As part of an estate plan, your knowledgeable attorney might recommend different tools to help you accomplish your individual goals and allow for the streamlined ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>