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Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Your Legacy Is on The Line with Your Estate Planning

June 27, 2018

Your estate might end up being bankrupt unless you protect against very particular threats. Whether you are a family with plenty of wealth, a middle-class person, or a successful business owner, if you haven’t completed the process of asset protection planning and shielded yourself against the possibility of lawsuits, your entire legacy and all of the assets you have worked so hard to build and save could be on the line. Comprehensive estate planning without asset protection leaves you exposed to the risk of just one lawsuit. legacy-planning

These lawsuits can be financially ruinous and can devastate your loved ones for generations. Conventional estate planning in conjunction with asset protection planning, must be done in order to ensure that you are sending along the maximum amount when you pass away.

Furthermore, you need to protect your current wealth from being devastated by lawsuits prior to passing away. Since traditional estate planning only encompasses half of the problem, you need to ensure that your lawyer is thoroughly experienced in the asset protection planning process.


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Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more