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
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Younger Generation Takes on Estate Planning, Study Shows

A recent study identified that younger people have recognized the value of estate planning largely due to the impacts of the pandemic. If you or someone you know has not yet undertaken estate planning, now is a great time to consult with an experienced and knowledgeable lawyer about the next steps.

This recent study was completed by Caring.com and found that middle and older aged adults are less likely to have a will than they did just one year ago, but those between the ages of 18 and 34 are 63% more likely to have a will in place now.

Many people are thinking beyond the will and considering tools like a health care proxy or a power of attorney that would enable other people to make important decisions on your behalf if something happens to you. The support of an experienced and dedicated estate planning lawyer is instrumental for identifying these extremely important components and it is strongly recommended that you consult with a lawyer sooner rather than later. Your estate plan is not a one and done document.

In fact, it should be revisited multiple times over the course of your lifetime to make adjustments as needed. By forming a relationship with a dedicated lawyer now, you can figure out the next steps to take and the most important strategies and documents you need to put in place now.

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
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more