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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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I Think My Estate Could Include Crypto Currency

April 23, 2018

Do you currently own stock in any cryptocurrency? If so, it’s easy to forget about these funds inside your virtual wallet but they should definitely be included in your estate planning process. If you don’t articulate all of the details surrounding your cryptocurrency, there’s a good chance that the family members who intended to receive it may never actually see it. do you have cryptocurrency in your estate

This makes it all the more important to retain the services of a knowledgeable estate planning attorney who is staying on the cutting edge of cryptocurrency.

Cryptocurrency has become a recent phenomenon but it is one that is certainly important and should be incorporated into your estate planning documents. What many people forget about cryptocurrency is that in addition to passing on the assets themselves, you will need to share details surrounding the private key.

Your private key is essentially like a password that is used to access the assets. If you put it in your will that you want someone to receive your cryptocurrency benefits but don’t give them the information they need to use the private key, they will likely never be able to get access to your cryptocurrency. Scheduling a time to talk with an experienced estate planning attorney is strongly recommended if you have crypto currency or other special issues in your estate plan.


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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
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