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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

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Does an Executor of an Estate Have to Use an Attorney to Execute the Will?

When you are appointed as the executor of an estate, it is important to review the instructions from the person who created this document.

When you create your own estate, you leave behind instructions for how your property should be distributed when you pass away, but you also nominate a person to administer your estate. This executor plays an important role in gathering all of your estate property, making distributions to will beneficiaries and paying estate debts.

In order for a will to be classified as legally valid and effective, it needs to be submitted to a court for probate. Whether or not an executor should use an attorney to shepherd the will through the process of probate might differ from one state to another.

For example, in New Jersey, it can make sense to retain a probate lawyer right away if the estate is complex. However, there are other states where it is the executor’s discretion about whether or not he or she intends to hire someone to assist with the administration of the estate. It is a good idea to retain an experienced and knowledgeable attorney when going through this process.

An attorney can play an important role in explaining the process to the person appointed as executor and can help to answer any questions that emerge in this early phase of estate planning. Scheduling a consultation with a trusted estate planning lawyer can be instrumental in helping you to accomplish your intentions.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more