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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 ...

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How to Handle an Estate Plan Update If a Trustee or Executor Becomes Inappropriate

January 7, 2019

Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are known as your executor and your trustee. These are individuals who implement your plan after it has been articulated in estate planning documents. Both of these individuals often determine the overall success of your estate plan or the trust. trustee-planning-NJ

Unfortunately, not enough people give careful consideration to these appointments. Even if you care for and made these appointments, the death of one of these individuals or changing circumstances for either person might call for an update to your estate planning.

Are those individuals originally appointed in your estate plan as an executor or trustee still comfortable, able and willing to perform these jobs as you wish for them to be carried out? Is another person a better choice because your estate plan has changed? Or has someone moved away, passed away or aged?

Determining who is the best choice as a trustee or an executor requires thinking about who should serve in these roles today. If you believe that it’s time to update your estate plan, only do so with the help and guidance of an experienced and knowledgeable estate planning lawyer. You could otherwise expose yourself to unnecessary mistakes and problems.

 


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Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

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listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

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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