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Catch-Up Contributions

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The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

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US Companies Are The Innovation Leaders

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Is Estate Planning Only for Your Finances?

July 27, 2017

Many people think that financial benefits are the only ones obtained by planning. Although the most obvious benefits of your estate plan are financial in nature, there are many other nonfinancial benefits as well. Identifying a guardian to serve for pets or for children or even protecting non-traditional assets like a stamp or gun collection can additionally be accomplished through the estate planning process. Talking things through with a lawyer can help you uncover all the advantages of a complete estate planning process. Estate Planning Tools

Another major reason that people schedule a consultation with an estate planning attorney to begin with is because of a concern over privacy. Establishing a trust gives a layer of privacy to someone who wants to accomplish estate planning without it becoming a matter of public record. An estate also has one other major non-financial benefit and that is peace of mind. All of the numerous what-if scenarios that through the mind of a person putting together an estate can be overwhelming, but sitting down and discussing these directly with a knowledgeable attorney can help to clarify your position and articulate your goals clearly in valid legal documents. While you can reap a lot of financial benefits through the estate planning process, there are many others that can be obtained, too.

Are you ready to ensure your existing documents meet your goals? It’s time to schedule a consultation.

The right attorney can make a big difference when contemplating the financial and non-financial benefits of estate planning. Do not hesitate to schedule a consultation with a New Jersey estate planning lawyer today.


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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
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more