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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
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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Getting Married Midlife: Don’t Forget Your Estate

Getting married to someone in later years is becoming increasingly common. In fact, plenty of research studies are looking into how Millennials choices to get married later could have ripple effects across society and the economy. But there are other reasons you might get married later in life, too.

Pretty smiling older woman with a green frog in her hands. Concept for love in middle age, partnership or valentine.

But what about your own finances? Have you thought about how you’ll plan effectively for your estate when it’s been single living up until now? Most couples entering a marriage later in life have long managed their finances on their own and will have important decisions to make about how best to set up their new life together.

And one aspect of your newly joined partnership should include your estate planning documents. The choices you previously made about your beneficiaries, your power of attorney agent, and many more might have made sense when you were a single person. Perhaps you most recently updated them after a first marriage that ended in divorce.

But adding a new partner into your world calls you to be more effective in terms of planning with this new person on board. Will they be updating their documents to reflect your role in their life, too? How will you handle retirement accounts that both of you have likely accumulated over many years on your own? How do children from past marriages and relationships, if any, factor into these equations? These and many more important questions must be answered.

If you need a place to get started, a consultation with your estate planning lawyer is one of the most effective ways to ensure that you’ve covered all your bases in your planning. Sit down today with an estate planning attorney to discuss what needs to change and what should stay the same if you need to update your estate with your new spouse in mind.

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
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
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