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Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Financial Matters You Must Consider in a Second Marriage

June 18, 2018

Day to day financial management, liabilities and assets are all of unique concern to people in second marriages or blended families. Whether you are remarrying after the death of a spouse or after a divorce, it is important to enter into this with new and smart financial planning.blended-families-estate-planning

There are many different things to consider, including how you will address your future financial wishes and your current financial situation. It helps to begin with a comprehensive review of your liabilities as well as your assets. These liabilities can include student loan debt, credit card balances, mortgages, car loans and more. Your assets can include a house, stocks, bank accounts, cars, insurance contracts and more.

The day to day financial obligations should also be addressed with a new spouse. How will the monthly bills get paid? Some couples choose to put everything in a joint account, whereas others choose to have separate checking account and split their expenses in that manner. No matter what you select, it’s important to engage with an estate planning lawyer and a financial advisor to help.


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Schedule your free Exploratory phone call

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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
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more