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How to Build a Retirement Health Care Budget

The most accurate and reliable way to determine your spending needs in retirement is to ...

The post How to Build a Retirement Health Care Budget first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Jackson Hole: The Time Has Come for Policy to Adjust

Now the only question is, “How much will short-term interest rates drop in September?” At ...

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What Happens If You Rely on Beneficiary Designations Alone to Transfer Your Assets?

June 26, 2018

Are you concerned about what will happen to your assets after you pass away? If so, you may be ahead of the curve of many people who have not even contemplated the benefits of estate planning. However, updating your beneficiary designations alone, doesn’t always mean that you are fully covered with regards to protecting how these get transferred. estate-planning-bene-forms

Assets that are transferred at death via appropriately completed beneficiary designations affect many different types of assets. All of your documents should be updated with your underlined goals in mind which means addressing not just the beneficiary designation forms but also all of your other legal documents, including your power of attorney, healthcare proxy and existing trusts.

There is no doubt that divorce represents a significant upheaval of everything you have come to know, however, an estate planning attorney can help you navigate these complexities and ensure that you have a plan to address all of the relevant issues linked to ending your marriage.

In addition to your beneficiary forms, keep on track with all of your goals for your estate planning in general, including updating your will and your trusts.

 


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can be of assistance.

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Recent Posts
How to Build a Retirement Health Care Budget

The most accurate and reliable way to determine your spending needs in retirement is to ...

The post How to Build a Retirement Health Care Budget first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Jackson Hole: The Time Has Come for Policy to Adjust

Now the only question is, “How much will short-term interest rates drop in September?” At ...

The post Jackson Hole: The Time Has Come for Policy to Adjust first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more