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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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Is it safe to Create Online Will

March 9, 2021

An online will makes it simple to be under the impression that you can complete all of your estate planning in a matter of just a few hours and be completely protected if something happens to you. However, as any estate planning lawyer can tell you, review of hundreds of estate planning documents that have been created in a variety of ways can show some of the gaps in creating an online will. 

You don’t want your loved ones to find out that you made estate planning mistakes, which is why it is recommended that you think carefully about whether or not an online will service is right for you. 

What seems like a minor mistake, omission or wrong term used in an online will created document could become very problematic for your loved ones who will be on the receiving end of all of these problems when you pass away. While attorneys might be on staff for online will creation services, you might need specific help to create your personal documents. 

This includes thinking about your individual goals, your beneficiaries, your assets and the tax implications of all the choices that you make. The support of an experienced estate planning lawyer can guide you through this process and ensure that you have considered all of the most important aspects of drafting your own will. 

While some people might be able to use an online will service to get started or cover their basic estates, the risks of making a mistake could be costly for your loved ones. 

The support of an attorney is instrumental in answering these key questions and giving you peace of mind that when something happens to you, your loved ones will be able to have a clear path towards resolving your estate. Think about both incapacity planning and planning for your assets after you pass away by leveraging the services of an estate planning lawyer.       


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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