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Global vs. International: What’s the Difference?

With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, ...

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Women and Financial Strategies

Nearly 60% of women take the lead in managing their household finances, yet only 19% ...

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Yes, Estate Planning is for You

May 14, 2019

For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich and famous often neglect their estate planning at the risk of their loved ones.

But smart future-focused people know that estate planning goes far beyond just protecting the assets of the wealthy. Estate planning accomplishes goals that affect you during your lifetime, too, especially as it relates to disability and incapacity planning.

Some of the other things you can accomplish with estate planning include:

  • Protecting those who depend on you financially
  • Naming a guardian for your minor children
  • Naming the loved ones and organizations you want to support with your assets when you pass away
  • Avoid probate to make things easier for your family
  • Minimize your estate’s exposure to taxes
  • Appoint a trustee and executor
  • Document the kind of care you’d like to receive when you need support, including whether or not you want medical care that prolongs your life
  • Express your wishes about any funeral or memorial arrangements

All of these are important considerations that allow you to exercise some level of control over the management of your affairs. Making things easier for you and for your family members allows for more peace and grieving if something does happen, but it also gives you confidence that if you become disabled or unable to care for yourself that you have documented the kind of care you want to receive.


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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

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Listen in, Join the Conversation!

Recent Posts
Global vs. International: What’s the Difference?

With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, ...

The post Global vs. International: What’s the Difference? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Women and Financial Strategies

Nearly 60% of women take the lead in managing their household finances, yet only 19% ...

The post Women and Financial Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more