Article-96301

May 20, 2019 |

Could My Loved One Bring a Will Challenge?

You start your estate planning process with the best of intentions, thinking carefully about who you want to include and what you’d like them to ...

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Article-96293

May 14, 2019 |

Yes, Estate Planning is for You

For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich ...

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Article-96296

May 13, 2019 |

Does a Will Distribute All of My Assets?

If you’ve printed out a basic will, signed it, stored it, and then forgotten about it, this could set your loved ones up for challenges ...

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Article-96285

May 9, 2019 |

Proposed IRA Stretch Law Which Could Cost You & Your Kids Lots of Money

Congress has a way of keeping things interesting, don’t they? HR 1994 is also known as the SECURE act. SECURE stands for “Setting Every Community ...

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Article-96282

May 8, 2019 |

Do I Need to Update My Will If I Move to A New State?

If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new ...

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Article-96279

May 7, 2019 |

Does the State Get Everything If I Pass Away Without A Will?

There are plenty of different reasons to use an estate planning lawyer to help you write a will, but worrying about the state claiming entitlement ...

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Article-96275

May 6, 2019 |

If You Have Children, You Need A Will

You might have heard in the past that it is extremely important to put together the most basic of estate planning tools; a will if ...

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Article-96272

May 1, 2019 |

Billionaires Are Living Longer: What Does This Mean for Estate Planning?

Tom Benson passed away in 2018 at age 90. He left behind a significant empire that included multiple car dealerships and two professional sports teams ...

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Article-96268

April 29, 2019 |

Did You Do Your Part for April’s Financial Literacy Month?

According to Schwab’s 2017 Modern Wealth Survey, plenty of people are simply uncomfortable talking about their finances with their family and friends. However, if any ...

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Article-96263

April 24, 2019 |

Will Deferring My Social Security Payments Really Make A Difference?

Research shows that people who have average health and moderate levels of wealth will be better off deferring their Social Security benefits until age 70, ...

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<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>

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<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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<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>